Sales Assistant (Hybrid)

CrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong culture of employee engagement and support. The Sales Assistant role focuses on providing support to mortgage loan officers and ensuring a positive customer experience to facilitate timely loan closings. 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 Skills High School Diploma, General Equivalency Diploma (GED), or equivalent A minimum of 1 year of mortgage-related experience, including customer contact Excellent communication and customer service skills Excellent prioritization and time management skills Proficient with Microsoft Office applications Previous sales support experience Salesforce experience Benefits Medical Dental Vision 401K Company-provided short-term disability Employee assistance program Wellness program Company Overview Back in 2003, our founder and CEO, Ron Leonhardt, started CrossCountry Mortgage with one goal: become a nationwide mortgage lender that helps people with clear and fast home loans. It was founded in 2003, and is headquartered in Cleveland, Ohio, USA, with a workforce of 5001-10000 employees. Its website is