Mortgage Loan Assistant

CrossCountry Mortgage • Benicia, CA, US

Posted 2 days ago

Description

We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture relationships and develop new business.

You will facilitate the completion of real estate loan applications, collect, analyze, and review supporting loan documentation in accordance with loan guidelines, and provide support throughout the loan application process. If you're interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today!

Responsibilities

Assist with administrative duties such as making and screening calls, booking appointments, etc.
Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork
Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction

Qualifications

Possess an understanding of different loan products, such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant
Preferred degree in banking or finance, and a high school diploma or equivalent is required
Highly motivated and goal-oriented with excellent customer service and communication skills
Although not required, having an NMLS license or training is preferred

Compensation

$60,000 - $85,000 yearly

About CrossCountry Mortgage

Who we are

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 30 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.