The Loan Officer Apprentice supports Loan Officers by managing daily administrative tasks and serving as a liaison between clients, branch managers, and the processing team. Responsibilities include tracking loan applications in Encompass, verifying income and assets, and ensuring all files align with company policies.
Requirements overview
Candidates should have a high school diploma or equivalent and excellent organizational and communication skills. Prior experience in mortgage or financial services and familiarity with Encompass software are preferred.
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.
Fast forward to years later and we’ve done just that — and became America’s #1 Retail Mortgage Lender. Because here, we do much more than lend — we lead.
Community is everything
Our vision is to become the most referred mortgage lender in every community we serve — and make a difference in the neighborhoods where you work and live.
More than a team
With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators and mortgage makers.
We’re dedicated to getting it done
We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home.
Be the difference maker
We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities.
Connected by culture, proven by performance
We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes.
NMLS3029
Equal Housing Opportunity
Finance & AccountingAdministrativeSalesCustomer Service & Support
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 Apprentice role is responsible for supporting Loan Officers (LOs) in daily operations to help drive production and ensure seamless customer experience from application to closing. This role will serve as a critical liaison between clients, LOs, and internal stakeholders—including the Branch Manager and processing team—while also managing essential administrative tasks.
Job Responsibilities:
Act as the primary point of contact between clients, Branch Managers, and assigned LOs throughout the loan process; deliver exceptional customer service to external clients and internal teams.
Receive telephone applications and scheduling appointments for LOs and realtors.
Submit complete loan applications and ensure all documents are tracked and updated in Encompass.
Review and validate documentation within 24 hours of receipt to verify income and assets, resolve discrepancies; collaborate with LOs to address file or document issues.
Efficiently manage multiple assignments within established deadlines.
Pull and prepare credit reports for assessment.
Ensure file setup align with CCM’s policies and procedures.
Qualifications and Skills:
High School Diploma, or equivalent.
1+ year of mortgage or financial services experience, preferred.
NMLS licensing (State and Federal), preferred.
Prior experience in a sales support or mortgage assistant role, preferred.
Experience with Encompass software, preferred.
Knowledge of RESPA and general mortgage regulations, preferred.
Knowledge of mortgage documentation and consumer lending regulations, preferred.
Excellent organizational skills to multitask in a high-volume environment.
Excellent verbal and written communication skills.
Excellent attention to detail to proactively problem solve.
Proficiency in Microsoft Office Suite. (Outlook, Word, Excel)
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.