Sales Assistant (Hybrid)
CrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong culture of employee engagement and support. The Sales Assistant role focuses on providing support to mortgage loan officers and ensuring a positive customer experience to facilitate timely loan closings.
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
Skills
- High School Diploma, General Equivalency Diploma (GED), or equivalent
- A minimum of 1 year of mortgage-related experience, including customer contact
- Excellent communication and customer service skills
- Excellent prioritization and time management skills
- Proficient with Microsoft Office applications
- Previous sales support experience
- Salesforce experience
Benefits
- Medical
- Dental
- Vision
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
Company Overview