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Non-Agency Scenario Desk Specialist jobs in United States
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CrossCountry Mortgage, LLC · 2 days ago

Non-Agency Scenario Desk Specialist

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender, recognized for its exceptional culture and employee engagement. The Non-Agency Scenario Desk Specialist is responsible for providing guidance to employees regarding loan scenarios and underwriting questions while ensuring customer satisfaction and maintaining product knowledge.
LendingFinanceConsumer LendingFinancial ServicesMortgage

Responsibilities

Provide daily loan support for all company employees via a ticketing system, inbound phone calls, and email for underwriting/loan scenario-based questions and communication
Review and respond to general underwriting scenarios
Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines
Analyze various underwriting scenarios and suggest potential alternate options with different investors
Review and analyze complex income documentation, including personal and business tax returns and provide calculations to be used for qualifying
Create technical documentation, system documentation, “how to” guides, FAQ’s and self-help references
Track tasks, activities, and time spent within the ticketing system and meet expected turn-times
Participate in Underwriting, Regional, and Sales department calls, leading calls as necessary
Assist with training sales or processing staff in areas where additional guidance is needed
Collaborate amongst team members and other departments
Maintain essential underwriting knowledge
Maintain all UW designations, as applicable

Qualification

Mortgage UnderwritingAgency and Investor GuidelinesMicrosoft WordMicrosoft ExcelMicrosoft OutlookIncome Documentation AnalysisLoan Eligibility Assessment

Required

Bachelor's degree and/or equivalent combination of education/experience
4+ years of mortgage underwriting experience, underwriting to multiple agency and investor guidelines, preferred
Excellent communication, negotiation, and problem-solving skills
Excellent customer service skills

Preferred

Experience using Microsoft Word, Excel, and Outlook, preferred

Benefits

Competitive compensation plan
Robust benefits package, including medical, dental, vision, as well as a 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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Ron Leonhardt
Founder and CEO
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Nicole Rueth
Senior Vice President
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Company data provided by crunchbase