Loan Officer Apprentice (On-Site)

CrossCountry Mortgage - Tucson, AZ

Full-time - Entry Level

Tucson, AZ

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

CrossCountry Mortgage (CCM) is seeking a Loan Officer Apprentice to join our team on-site in Tucson, AZ. As the nation's number one distributed retail mortgage lender, we pride ourselves on our exceptional culture and commitment to employee engagement. The Loan Officer Apprentice will play a crucial role in supporting our mortgage loan officers in their daily activities, ultimately contributing to increased loan production levels. This position involves direct interaction with customers, loan officers, and processors to ensure a seamless and positive customer experience, facilitating timely loan closings. In this role, the Sales Assistant will act as the primary contact and liaison between clients and various stakeholders, including the Branch Manager and assigned Loan Originators. Responsibilities include taking telephone applications, scheduling appointments, submitting complete loan applications, and tracking all requested documents in our Encompass system. The Sales Assistant will also review documentation for discrepancies and partner with Loan Originators to resolve any issues that arise. This position requires excellent organizational skills, the ability to manage multiple tasks simultaneously, and a commitment to providing superior customer service. The ideal candidate will have a high school diploma or equivalent, with at least one year of mortgage-related experience preferred. Strong communication skills, proficiency in Microsoft Office applications, and familiarity with mortgage regulations are essential. Experience with Encompass is also preferred. At CCM, we offer a competitive compensation plan and a robust benefits package, including medical, dental, vision, and a 401K plan, along with company-provided short-term disability and wellness programs. Join us and start your path to success!

Responsibilities

• Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s).
• Take telephone applications and schedule appointments with the Loan Originators.
• Schedule realtor appointments for the assigned Loan Originators.
• Schedule on-site and phone appointments as assigned.
• Submit complete loan applications for each customer file with the Loan Originators.
• Track all requested documents in Encompass.
• Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification and Encompass updates based on verified information and immediately notify Loan Originators when any discrepancies are found on documentation.
• Partner with Loan Originators in resolving problems in files and documents.
• Ensure files are complete and set-up in accordance with Company policy and procedures.
• Pull credit reports and properly prepare for review/assessment.
• Efficiently meet deadlines while maintaining multiple assignments/projects.
• Provide superior customer service both internally and externally.

Requirements

• High School Diploma, General Equivalency Diploma (GED), or educational equivalent from an accredited institution.
• A minimum of 1 year of mortgage-related experience, including customer contact ideal but not required.
• Excellent communication skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Previous sales support experience, preferred.
• Proficient with Microsoft Office applications.
• State and Federal NMLS License preferred.
• Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred.
• Encompass experience preferred.

Nice-to-haves

• Previous sales support experience, preferred.
• State and Federal NMLS License preferred.
• Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred.
• Encompass experience preferred.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401K plan
• Company-provided short-term disability
• Employee assistance program
• Wellness program