Top 668 Loan Servicing Assistant Jobs

Loan Officer Assistant
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Corporate Loan Officer Assistant
CrossCountry Mortgage, LLC —Remote
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Millennium Bank —Gainesville, FL
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First Help Financial —Needham, MA
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Senior Loan Officer Assistant (Hybrid)
CrossCountry Mortgage, LLC —Dallas, TX
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Loan Assistant II
Great Southern Bank —Overland Park, KS
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Commercial Loan Documentation Supervisor
Arizona Financial Credit Union —Phoenix, AZ
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Lending Servicing Specialist I
Simmons Bank —Searcy, AR
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AVP, Mortgage Servicing Operations
PenFed Credit Union —Irving, TX
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BayFirst National Bank —Saint Petersburg, FL
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Assistant Manager - Main Branch
Central Pacific Bank —Honolulu, HI
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Loan Officer Assistant

CrossCountry Mortgage, LLC -
Remote

Apply Now

Job Details

Full-time

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance

Qualifications

Microsoft Word
Customer follow-ups
Underwriting verification process
Conversion rate tracking
Google Sheets
Mortgage lending
Serving clients
Referral-based lead generation
Presentation software
Phone communication
Intake
Sales referrals
Providing information to customers
Mid-level
Lead Conversion
High school diploma or GED
Analysis skills
Math
Customer relationship management (CRM) systems (technically supported)
Customer engagement
Appraisal ordering
Data reporting support
Document archiving (loan processing)
Customer support for financial loans
Client referrals
Verification (borrower information)
Lead generation activity metrics tracking
Communication skills
Sales follow-up

Full Job Description

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 (Loan Partner I/Lead Intake) supports the front end of the mortgage process by delivering exceptional client service, managing lead intake, and preparing accurate pre‑approval and loan documentation. The role is responsible for tracking lead conversion metrics, organizing application packages, maintaining CRM accuracy, and ensuring timely communication with borrowers, realtors, and referral partners. By coordinating client applications, verifying documentation, and maintaining structured follow‑up practices, the Loan Partner I/Lead Intak role plays a critical part in driving conversion, supporting loan production, and ensuring a smooth path from initial inquiry to pre‑approval.

Job Responsibilities:

Deliver exceptional customer service to clients which includes constant and clear communication with borrowers and realtors.
Compute daily lead conversion metrics using the Lead Tracker and manual tracking.
Monitor and track assigned new purchase contracts and refinance originations.
Maintain reporting for Realtor referrals and transactions (VIP Pyramid).
Assemble complete application packages for review, as assigned.
Order Day One fees and appraisals for new purchase and refinance files prior to assignment.
Enter client information and referral sources into the CRM and schedule follow‑ups.
Prepare and issue finalized pre‑approval packages to clients and referral partners when ready to place an offer.
Prepare and issue updated loan approval letter and payment/cash to close for offers, as necessary.
Order income and employment verifications and ensure proper disclosures are obtained.
Download, organize, and save documents required for pre‑approval review.
Review and prepare credit re‑score documentation and manage follow‑up plans.
Receive new leads, acknowledge receipt, and initiate contact within 30 minutes (speed‑to‑lead).
Complete full applications by phone, gathering goals, income, assets, credit, and personal data.
Calculate detailed pre‑qualifications to determine next steps for each client.
Create and manage client portals (Blend) to collect applications and required documents.
Proactively maintain accurate and timely updates within the CRM throughout all client stages within established timelines; submit loans to LP2 within 72 hours or less.
Maintain consistent structure over client follow-ups (throughout all stages) and ‘givebacks’ to referral sources.
Strive for lead conversion rate of 90% or higher, lead to Pre-Approval 70% or higher, and two credit condition resolutions per month.

Qualifications and Skills:

Graduation from an accredited high school or equivalent.
Excellent math and analytical skills.
Excellent written, oral, and interpersonal communication skills.
Skilled in managing priorities and meeting established deadlines.
Skill in completing a variety of tasks in a high-volume environment.
Proficient in Google and Microsoft programs (Google Sheets, Excel, PowerPoint, Word, etc.).

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! careersatccm.com

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) 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.

Apply Now

Refine Your Search

Loan Servicing Assistant jobs

Loan Officer Assistant

Loan Servicing Controls Analyst (Non-IT)

Corporate Loan Officer Assistant

Loan Servicing Assistant

Senior Retail Loan Assistant

Loan Processing Assistant

Assistant Lending Manager

Assistant Manager

Loan Assistant

Sr. Universal Banker

Commercial Loan Assistant (Experience required)

Associate, Title Management

Senior Loan Officer Assistant (Hybrid)

Loan Assistant II

Commercial Loan Documentation Supervisor

Lending Servicing Specialist I

AVP, Mortgage Servicing Operations

Commercial Loan Assistant

Assistant Manager - Main Branch

Nurse Practitioner NP - Physicians Assistant PA

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