Mortgage Lender Officer Assistant

CrossCountry Mortgage Mountain Region • Phoenix, AZ, US

Posted 3 hours ago

Description

We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today!

Responsibilities

Gather initial documentation to fully pre-qualify a borrower based on their portfolio, and make program and product recommendations for what best fits their needs
Gather initial documentation from the borrower
Structure the loan and send out a needs list of additional documentation needed
Confidently provide an accurate pre-approval to the borrower
Problem-solve ways to make a file work and structure it accordingly

Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Screen and make calls, book appointments and provide administrative support as needed
Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer service
Verify all loan package documentation received is accurate and complete in accordance with company policy and procedures and report any discrepancies to the loan originator/ loan officer

Qualifications

Expert-level knowledge of Fannie and Freddie guidelines
Strong ability to calculate income and run LP and DU

Highly motivated and goal-oriented with excellent customer service and communication skills
2-3 years of professional office environment and administration or mortgage experience preferred
Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
High school diploma or equivalent required. College degree in finance or banking preferred
Proficiency in MS Office required; CRM, MLS, DU, and proprietary mortgage software preferred

Compensation

$50,000 yearly + bonus DOE

About CrossCountry Mortgage Mountain Region

CCM is America’s #1 Retail Mortgage Lender. We have more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C., and Puerto Rico. In 2025, our team closed over 131,000 home purchases — making 1 in 35 homes a CCM home.

Our company has been recognized 10 times on the Inc. 5000 list of America’s fastest-growing private businesses, received many awards for our standout culture, and been named the nation’s top retail lender by Scotsman Guide and Mortgage Executive Magazine.

We offer more than 120 purchase, refinance, and home equity solutions — ranging from conventional and jumbo mortgages to government-insured programs from FHA and programs for Veterans and rural homebuyers — and we are a direct lender and approved seller and servicer by Freddie Mac, Fannie Mae, and Ginnie Mae.

Through our dedication to getting it done, we make every mortgage feel like a win.