Branch Set Up Specialist

Branch Loan Set Up Specialist

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 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.

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 Branch Loan Set Up Specialist is responsible for preparing the file for processing upon origination. This position is also responsible for reviewing and producing the disclosures and delivering the disclosure(s) to consumers. This position supports the team and assists with client service focused communication including closing touches.

Job Responsibilities :

• Confirm accuracy of all information in loan file, adhering to both compliance and company policies.
• Prepare disclosures and re-disclosures within 3 days of application or Change of Circumstance and ensure timely signing of disclosures.
• Answer Disclosure emails timely and accurately.
• Verify accuracy of fees to mitigate TRID and RESPA violations.
• Review Compliance Review and make required revisions to obtain a pass.
• Perform certain order out functions such as appraisal.
• Prepare loan file for processing upon origination.
• Manage the closing calendar in Outlook.
• Manage the closing communication the week prior to closing.
• Communicate with team members including Sales, Processing, Closing and Underwriting as needed.
• Communicate with clients, real estate agents and title companies as needed.
• Request, review and upload file documents as needed.

Qualifications and Skills :

CrossCountry Mortgage, LLC offers more than a job, we offer a career. Apply now to begin your path to success!