Loan Officer Assistant - Valere Commerical

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 supports the growth, optimization, and day-to-day operations of Valere Commercial's Business Purpose Lending (BPL) platform. This role serves as a key liaison between Sales, Operations, Technology, and business partners, helping drive lead management, application quality, borrower engagement, and operational efficiency throughout the loan lifecycle. The Loan Officer Assistant is responsible for monitoring and managing lead intake channels, supporting loan officers and referral partners, assisting borrowers through the application process, and helping maintain a high-quality pipeline. This role supports LendingWise administration, business process optimization, reporting, and front-line troubleshooting to ensure a seamless experience for internal and external users. This role combines analytical and operational responsibilities with a focus on customer service, process improvement, and supporting loan conversion performance.

Job Responsibilities: Monitor and manage inbound lead channels, including shared sales inboxes, web submissions, referral sources, broker applications, and other lead entry points. Support Loan Officers by reviewing incoming opportunities, assigning leads, gathering initial information, and ensuring timely follow-up. Assist with lead qualification activities and help maintain strong response times across the sales organization. Partner with CCM referral teams and business development personnel to support referral volume, relationship management, and operational execution. Assist borrowers, brokers, and referral partners with application completion, document collection, and loan submission requirements. Review applications for completeness and quality prior to processing and underwriting handoff. Monitor pipeline activity and proactively identify stalled files, missing documentation, and opportunities to improve lead-to-application conversion. Track and report on lead flow, application quality, conversion rates, turn times, and other key performance indicators. Analyze pipeline data and provide recommendations to improve operational efficiency, customer experience, and funding outcomes. Serve as a first point of contact for troubleshooting LendingWise and related technology issues for Loan Officers, brokers, referral partners, and borrowers. Escalate complex system issues and coordinate resolution with internal technology teams and third-party vendors. Support configuration, testing, implementation, and maintenance activities within LendingWise and related platforms. Assist with business requirement gathering, process documentation, user acceptance testing, and operational change management initiatives. Develop and maintain reports, dashboards, workflows, procedures, and training materials. Partner with Sales, Processing, Underwriting, Closing, and Servicing teams to ensure accurate and efficient loan progression. Identify opportunities for automation, workflow enhancements, and system improvements that increase productivity and conversion rates. Stay current on Business Purpose Lending products, LendingWise functionality, industry trends, and best operational practices.

Qualifications and Skills: Bachelor's degree in Business, Finance, Operations, Information Systems, Real Estate, or a related field, preferred. 2+ years of experience in mortgage lending, business purpose lending, sales operations, loan processing, platform administration, or a related operational role. Experience working within a Loan Origination System (LOS), CRM, or comparable lending technology platform. Experience monitoring pipelines, managing workflows, and coordinating across multiple stakeholders. Experience with LendingWise, Salesforce, or similar lending and CRM platforms, preferred. Understanding of the loan lifecycle from lead generation through funding and servicing. Knowledge of Business Purpose Lending products including Fix-and-Flip, Bridge, Rental, Construction, and Small Balance Commercial loans, preferred. Demonstrated attention to detail and commitment to data accuracy. Excellent analytical skills to identify trends, evaluate performance metrics, and recommend improvements. Excellent communication and customer service skills demonstrated through professional interactions with borrowers, brokers, referral partners, and internal teams. Excellent troubleshooting and problem-solving skills.  Skilled at managing multiple priorities in a dynamic, growth-oriented environment. Proficiency with Microsoft Office Suite, particularly Excel and reporting tools.

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 .