Loan Officer Assistant jobs in United States
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CrossCountry Mortgage, LLC · 1 week ago

Loan Officer Assistant

CrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender, recognized for its exceptional culture and employee engagement. The Loan Officer Assistant will manage incoming leads, assist in scheduling client consultations, and prepare loan pre-approvals while supporting the sales team in building clientele through referrals and follow-ups.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Take incoming leads for the branch
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, and analyses within allotted branch deadlines
Request and obtain referrals from current clients and realtor partners
Run automated underwriting (DU or LP)
Issue pre-approvals consistent with DU or LP findings
Available to work overtime, if needed

Qualification

Customer service experienceEncompassDULPNMLS LicenseMicrosoft Office SuiteAnalytical skillsCommunication skillsAttention to detailTime management skills

Required

High School Diploma or equivalent
Minimum 2 years of customer service or inside sales experience – real estate or mortgage industries, a plus
Experience with Microsoft Office Suite applications
Excellent communication skills
Excellent attention to detail and analytical skills
Excellent prioritization and time management skills

Preferred

NMLS License Preferred but not required
Experience working with Encompass, DU, and LP, preferred

Benefits

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

Company

CrossCountry Mortgage, LLC

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Back in 2003, our founder and CEO, Ron Leonhardt, started CrossCountry Mortgage with one goal: become a nationwide mortgage lender that helps people with clear and fast home loans.

Funding

Current Stage
Late Stage
Total Funding
$1.9B
Key Investors
Ares Management
2025-11-18Debt Financing· $600M
2025-09-24Debt Financing· $900M
2021-11-23Debt Financing· $400M

Leadership Team

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Tom Kraft
Senior Vice President Operations - West
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Rob Sampson
Executive Vice President
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Company data provided by crunchbase