Loan Officer Assistant (Hybrid)

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with over 7,000 employees and 700 branches. The Loan Officer Assistant plays a crucial role in converting leads into pre-approved buyers by managing pre-approvals, collecting documentation, and ensuring efficient communication throughout the loan process.

Responsibilities

• Manage and respond to incoming leads, ensuring timely follow‑up and smooth handoff into the loan process
• Take complete and compliant loan applications, gathering all required borrower information
• Run credit, pricing scenarios, and AUS findings, reviewing results to identify suitable loan options
• Pre‑qualify clients and structure appropriate loan programs based on guidelines and borrower needs
• Convert qualified leads into active buyers, guiding them through next steps in the process
• Clearly explain the loan process to clients and referring agents, setting expectations and answering questions
• Prepare and send pre‑qualification letters and documentation requests with accuracy and timeliness
• Introduce credit‑improvement resources when appropriate to help clients move toward loan readiness
• Collect and organize all borrower documentation (income, assets, identification, and supporting items) to ensure files are complete and ready for next steps
• Maintain ongoing communication with pre‑approved buyers, including weekly check‑ins, follow‑up on outstanding items, and anticipating file needs prior to contract
• Track and manage all leads and pipeline activity, monitoring file progress through closing and identifying next actions
• Request and manage all loan disclosures, ensuring timely delivery and confirming all required documents are signed within 24 hours
• Prepare and submit a complete, clean file to processing, resolving any loose ends before handoff
• Prepare clients for upcoming steps, including homeowners’ insurance and other contract‑to‑close requirements
• Lock loans and coordinate re‑disclosures with the internal team as needed
• Serve as the primary point of contact for clients and referral partners, providing clear, timely updates throughout the loan process
• Collaborate closely with the Loan Officer and Processor, including daily check‑ins and weekly pipeline meetings to keep all files moving forward
• Ask for referrals through ongoing client engagement, leveraging positive relationships built during the loan process

Skills

• Active NMLS License, preferred
• Experience running AUS, pricing, and structuring loans
• Advanced knowledge of mortgage guidelines and loan programs
• Highly organized with excellent follow-up and time management skills
• Excellent communication and relationship-building skills
• Skilled at managing multiple files in a dynamic environment
• Skilled in working collaboratively while proactively seeking effective solutions to problems

Benefits

• Medical
• Dental
• Vision
• 401K
• Company-provided short-term disability
• Employee assistance program
• Wellness program

Company Overview