CrossCountry Mortgage (CCM) is one of the nation’s top 3 retail mortgage lenders with more than 7,000 employees operating nearly 600 branches across all 50 states. We have been recognized nine times on the Inc. 5000 list of America’s fastest-growing private businesses and have received countless awards for our standout culture. Through our dedication to getting it done, we make every mortgage feel like a win.
A culture where you can grow! 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 Loan Officer Assistant is responsible for taking and scheduling all incoming calls, managing the lead tracker, and managing leads until under contract.
Job Responsibilities:
1) Take and Schedule Incoming Calls:
- First Point of Contact
- Call Leads back within 20-30 minutes
- Honor Call to Realtor
- Sends Welcome Kit
- Collect Needs List
- CCI Form
2) Manage the Lead Tracker:
- All leads added to lead tracker, ensure follow up attempts made until appointment is set
- Update the referral source every time you contact a lead
- Bring two copies of the lead tracker to each team meeting
- Maintain a 40% or higher conversion rate from lead to appointment
3) Manage Leads Until Under Contract:
- Schedule client meeting for LO
- Manage documentation and collect application
- Perfect 1003 and 100% Red Light Checklist
- DU/LP Approval
- Manage client expectations until under contract
- Pricing
Qualifications and Skills:
- High School Diploma or equivalent.
- NMLS License under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”), preferred.
- Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents, preferred.
- Excellent communication skills.
- Encompass experience preferred.
- Computer Knowledge (DU, LP, Microsoft Outlook & Windows).
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. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com/
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California consumers.
CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws. 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. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. 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 www.NMLSConsumerAccess.org.
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