Loan Officer Assistant (West Coast)

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

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 provides critical operational and client support throughout the mortgage origination process, helping ensure a seamless experience for borrowers, referral partners, and internal stakeholders. This role works closely with an experienced team of mortgage professionals to gather and organize documentation, coordinate loan activities, manage communications, and support loan officers in achieving production goals. The ideal candidate is detail-oriented, service-focused, and committed to delivering a high level of accuracy and responsiveness. This position offers the opportunity to build a meaningful career in the mortgage industry while working alongside a highly experienced team. Team members are provided with opportunities for professional development, increased responsibilities, and financial growth through expanded industry knowledge, skill development, and career advancement opportunities.

This position primarily operates within Pacific Time zone working hours to support the West Coast region. 

Job Responsibilities:

• Support senior and junior loan officers throughout origination.
• Gather, review, and organize borrower documents; prepare files for processing and underwriting.
• Track outstanding items, deadlines, and follow-ups.
• Coordinate with processors, underwriters, title, escrow, and real estate partners.
• Maintain accurate loan records and identify potential delays early.
• Provide responsive, professional, caring communication.
• Keep clients, referral partners, and teammates informed.
• Ensure emails, requests, and action items receive timely attention.
• Help clients feel confident and supported throughout the mortgage process.
• Manage assigned priorities, commitments, appointments, and follow-ups.
• Protect the loan officer's time by taking ownership of operational responsibilities.
• Maintain organized communication, CRM, and workflow systems.
• Identify opportunities to improve efficiency and team performance.

Qualifications and Skills:

• Associate's or bachelor's degree preferred.
• 2+ years of experience in mortgage origination, loan processing, underwriting support, servicing, or a related mortgage industry function, preferred.
• Working knowledge of mortgage lending practices, loan documentation, regulatory requirements, and mortgage industry terminology, preferred.
• Demonstrated ability to organize work, manage multiple priorities, and meet established deadlines in a high-volume environment.
• Proven ability to identify issues, analyze information, and implement effective solutions.
• Excellent verbal and written communication to interact professionally and collaboratively with internal and external stakeholders.
• Demonstrated skill in working independently while contributing effectively as a member of a team.
• Skill in adapting to changing business needs, processes, priorities, and technology requirements.
• Sound judgment and accountability to handle confidential information appropriately.
• Familiarity with loan origination systems such as Encompass, ICE Mortgage Technology, or similar platforms.
• Proficient in the use of business software applications, including mortgage lending systems, Microsoft Office products, and other technology platforms relevant to the role.

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.