Loan Officer Assistant Job at CrossCountry Mortgage, San Jose, CA

cTJKRzg4cEhOSHp0eTJpQUl5bGZRRGNU
  • CrossCountry Mortgage
  • San Jose, CA

Job Description

Sales Assistant

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Sales Assistant provides support to CrossCountry Mortgage, LLC's ("CCM") mortgage loan officers in their daily duties to increase loan production levels. The Sales Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Job Responsibilities

  • Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
  • Review mortgage loan disclosure packages and deliver them to the borrower.
  • Create rate disclosure and re-disclosure packages and deliver them to the borrower.
  • Review documents and entire loan files and work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor.
  • Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
  • General clerical and phone support to loan officers and/or loan processors, as needed.
  • Work with management to provide support in various stages and areas of lending and processing as needed.
  • Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products.
  • Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
  • Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation.
  • Facilitate timely loan closings by working directly with the Title Company and customer to schedule.

Qualifications and Skills

  • High School Diploma, General Equivalency Diploma (GED), or equivalent.
  • A minimum of 1 year of mortgage-related experience, including customer contact.
  • Previous sales support experience, preferred.
  • Salesforce experience, preferred.
  • Excellent communication and customer service skills.
  • Excellent prioritization and time management skills.
  • Proficient with Microsoft Office applications.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job.

Pay Range: Hourly Rate: $21.00-$25.00. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

CrossCountry Mortgage, LLC offers more than a job, we offer a career. Apply now to begin your path to success!

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package.

California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit

CrossCountry Mortgage

Job Tags

Hourly pay, Temporary work, Work at office, Local area,

Similar Jobs

Chowdhury Divorce Law Group

Family Law Attorney Job at Chowdhury Divorce Law Group

 ...conducted entirely remotely. You should be comfortable working autonomously with minimal oversight in a work-from-home setting. A minimum of 3 years of experience in...  ...law litigation experience Proficient in using computers and web-based applications Excellent... 

Lennar Homes

Loan Officer Job at Lennar Homes

 ...Loan Officer (Field) We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer... 

Soliant

Hospital ER Clinical Pharmacist in Canyon, TX Job at Soliant

 ...needed Contribute to quality improvement initiatives and emergency medicine pharmacy research Serve as a preceptor for pharmacy students and residents; supervise medication history pharmacy technicians Qualifications: Bachelor of Science or PharmD degree from... 

Gray Media

DIGITAL CONTENT MANAGER - KXII Job at Gray Media

 ...top-rated local television stations and digital assets serving 113 television markets that...  ...following through social media, or consuming our content in any combination of these ways. Our...  ...for an experienced Digital Content Manager to lead daily operations on web, mobile,... 

Clearpol

Virtual Assistant Job at Clearpol

 ...accurately identifies changes in patient conditions and potential violations, enhancing patient care quality. We are now seeking a Virtual Assistant to join our team! From administrative and marketing tasks to inside sales and customer service we hire only the most...