Loan Officer Assistant Job at CrossCountry Mortgage, Phoenix, AZ

  • CrossCountry Mortgage
  • Phoenix, AZ

Job Description

We are looking for a customer service-oriented Loan Officer Assistant to assist the team with providing a great experience to clients from pre-qualification to close! This person must be experienced with working with borrowers running credit, calculating income, and running LP and DU. You will also be gathering initial documentation and setting up a complete file to submit to Processing. This position requires someone who has the ability to work in a fast-paced environment, manage multiple tasks at once, and has excellent time management. Responsibilities:

  • The Loan Officer Assistant is responsible for assisting the Loan Officer with completed applications, lead follow-up, initial file set-up and management of files from start to close
  • Up front, the Loan Officer Assistant is to put together the loan file, summarize the details, and prepare the file to be evaluated by the Loan Officer. This must be done within 2 business days of a complete app coming in. Loan Officer Assistants are also to follow up on leads at LOs discretion
  • Once under contract, the LOA is responsible for ensuring the file is ready to be disclosed accurately and ready to submit to processing with all initial documents. LOAs must submit complete files for processing within 3 business days. The file must be set up so that the file can be submitted to UW within 3 business days by the processor
  • Fully responsible for borrower contact from start to finish to include keeping real estate agents and clients informed throughout the entire loan process
  • Minimum of 3 years of experience in the mortgage industry required
  • Strong experience in Encompass preferred
  • Proficiency in running LP and DU
  • Skilled in 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
  • Strong guidelines and various loan program knowledge
  • Able to get creative on different loan scenarios and structure according to clients' best interest
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.

Job Tags

Contract work,

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