Mortgage Loan Assistant

CrossCountry Mortgage Mountain Region • Phoenix, AZ, US

Posted 4 months ago

Description

Join CrossCountry Mortgage, a company where your growth matters as much as your contribution. As a Mortgage Loan Assistant, you'll be part of a dynamic team dedicated to making homeownership dreams a reality. You'll support our mortgage loan origination officers, blending sales acumen with exceptional customer service to manage loan files from start to finish. Your ability to communicate effectively will be key in building lasting relationships that drive future business. We value detail-oriented, thorough professionals who are ready to deliver outstanding service. If you're ready to grow with us, we encourage you to apply today!

Responsibilities

Gather initial documentation to fully pre-qualify a borrower based on their portfolio, 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

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
Assist with administrative duties such as making and screening calls, booking appointments, etc.
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Be the primary liaison between the mortgage loan officer and our clients and schedule meetings to discuss outstanding items

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
Preferably 2-3 years of administrative support in a professional office or mortgage environment
Comprehension of basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc.
College degree in finance or banking preferred. High school diploma or equivalent required
Having an NMLS license is not required, but is preferred

Compensation

$65,000/year

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.