Jr. Loan Specialist

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.

Veterans Lending Group is a team of mortgage professionals dedicated to serving military service members, veterans, and their families. With a focus on education and community involvement, the organization helps individuals navigate their mortgage options while providing expert guidance tailored to their unique needs. Veterans Lending Group operates as a registered tradename of CrossCountry Mortgage, LLC and is committed to providing equal housing opportunities. While the organization serves many regions, it is not authorized to process loans for properties located in New York. All loans are subject to underwriting approval, and VA loans require a valid Certificate of Eligibility.

Position Overview:

The Junior Loan Specialist is responsible for supporting daily loan operations. This role assigns incoming loan files, manages CRM leads, maintains organized and accurate records, and performs data entry with a high level of accuracy. The Junior Loan Specialist troubleshoots and supports CRM workflows, provides administrative and operational assistance to loan officers and team members, and helps maintain a smooth, compliant, and customer-focused lending process.

Job Responsibilities:

• Assign loan files within the system.
• Manage and assign leads within the CRM.
• Maintain and update CRM records with accuracy.
• Perform data entry and data maintenance tasks.
• Troubleshoot lead routing issues and CRM workflow problems.
• Communicate daily with loan officers and team members.
• Assist with loan application processing and file support.
• Provide technical support as needed.
• Maintain organized and accurate records.
• Support efficient and timely loan processing.

Qualifications and Skills:

• High school diploma or equivalent required; additional education or certifications, preferred.
• MLO license preferred, or willingness to obtain.
• Experience with technical support and troubleshooting in loan software or CRM systems.
• Experience in the mortgage or financial services industry, preferred.
• Excellent analytical skills to evaluate data and identify trends.
• Excellent customer service and communication skills.
• Highly detail-oriented and organized.
• Proficiency with basic office software and 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.

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