Loan Officer Assistant

Mortgage Loan Assistant - The Ulmer Team at CrossCountry Mortgage Jupiter/Tequesta, FL | Hybrid | Full-Time | Entry Level About Us The Ulmer Team is a high-performing mortgage branch led by Originating Branch Manager Josh Ulmer, based in Tequesta, FL. We're a fast-moving team focused on delivering exceptional client experiences and building strong realtor partnerships. We're growing and looking for a motivated, detail-oriented assistant to join us. The Role You'll support day-to-day mortgage operations - helping keep files moving, clients informed, and the team organized. This is a great entry point into the mortgage industry with hands-on exposure to the full loan process. What You'll Do Assist with loan file management and pipeline tracking in Encompass Support client and realtor communication and follow-ups Manage and update contacts and tasks in Salesforce/Jungo CRM Prepare documents, reports, and correspondence using the Microsoft Office Suite Coordinate scheduling, deadlines, and team logistics Help onboard new clients and gather required documentation We're Looking For 0-2 years of experience (mortgage, real estate, or admin background a plus) Comfortable learning Encompass, Salesforce, and Microsoft Office Highly organized with strong attention to detail Clear communicator - written and verbal Self-starter who thrives in a fast-paced environment Florida MLO license not required to start, but willingness to obtain preferred Mentorship and training in the mortgage industry Growth path within a growing branch To Apply: Send your resume and a brief note about yourself to View email address on click.appcast.io #J-18808-Ljbffr