Loan Officer Apprentice (On-Site)
CrossCountry Mortgage
- Tucson, AZ
- Permanent
- Full-time
- 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.
- 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.
- Excellent communication skills.
- Encompass experience preferred.