Job Description

As the Loan Officer Assistant, you are esponsible for managing incoming leads, taking the initial applications, reviewing intitial documentation and maintaining lead tracker. You will be analyzing applicant credit information for loan pre-approval, reviewing income and asset documents and keeping clients and real estate agents updated throughout the pre approval process. Your customer service and follow up skills should be exceptional as to provide the best experience possible for all parties. Responsibilities:

• Schedule Initial Consultations
• Meet branch objectives specific to pre-qualifications and pre-approvals
• Attend branch events to assist Loan Officer in building clientele
• Complete and maintain branch-assigned checklists, prospect follow-up, file set-up, analysis within allotted branch deadlines
• Request and obtain referrals from current clients and realtor partners
• Runs automated underwriting (DU or LP)
• Issues pre-approvals consistent with DU or LP findings

Qualifications:

• Experience in Encompass preferred
• Proficiency in running LP and DU
• Ability to pre-qualifying clients and structuring loan files
• Must exhibit a positive attitude and be a team player
• Strong focus on customer service and dedication to delivering exceptional service
• Motivated, gritty, and able to work in a fast-paced environment
• Guidelines and various loan program knowledge preferred

About Company: CrossCountry Mortgage is more than a mortgage! When we started in 2003, our President and CEO, Ronald J. Leonhardt, Jr., had the vision to become a nationwide full-service lender that could provide more to customers, meeting their needs, being there every step of the way, and making homeownership dreams possible and affordable. We’re continuing to expand our nationwide footprint, and we’re not stopping any time soon! Come join a smart company that will help you grow both personally and professionally. With the best leadership team in the industry and competitive pay/benefits, CrossCountry offers the full package.

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