Sales Assistant

CrossCountry Mortgage (CCM) is a top-10 retail mortgage lender with more than 8,000 employees operating 600+ branches across all 50 states. We have been recognized eight times on Inc. 5000’s Fastest-Growing Private Companies in America and have received countless awards for our standout culture. Through our dedication to getting it done, we make every mortgage feel like a win.

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 with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview

The Sales Assistant/ Marketing Coordinator provides support to CrossCountry Mortgage, LLC.’s (“CCM”) mortgage loan officers in their daily duties to increase loan production levels. The Sales Assistant/Marketing Coordinator works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.

Job Responsibilities

• Assist in reviewing mortgage loan application and documentation, which may include phone and computer work, printing, copying, scanning, emailing, overnighting documents, etc.
• Review mortgage loan disclosure packages and deliver them to the borrower.
• Create rate disclosure and re-disclosure packages and deliver them to the borrower.
• Review documents and entire loan files and work to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer and/or loan processor
• Clarify/correct information and obtain additional information, as necessary, via phone, email, etc.
• General clerical and phone support to loan officers and/or loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Assist in managing a pipeline consisting of conventional, FHA, VA, and USDA loans, along with 203K and reverse mortgage products.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.
• Send post cards/ thank-you cards to past clients/realtors.
• Marketing content within Facebook and other social media platforms.

Qualifications And Skills

• High School Diploma or General Equivalency Diploma (GED) from an accredited institution.
• A minimum of 1 year of mortgage-related experience, including customer contact.
• Good verbal and written communication skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Previous sales support experience preferred.
• Proficient computer skills, especially Microsoft Office applications.
• Salesforce working experience.

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.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! https://crosscountrymortgage.com/about-us/careers/apply/

CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, color, orientation, gender, age, national origin, veteran status, disability status or marital status. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.