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. 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 Johnson Team's Seattle, WA office at CrossCountry Mortgage. The Loan Officer Assistant is responsible for taking incoming leads, managing the lead tracker, and following up to schedule client consultations with the Loan Officer. In preparing the loan pre-approval, the Loan Officer Assistant pulls and analyzes applicant credit information, and reviews income and asset documents. As a member of the sales team, the Loan Officer Assistant requests and obtains referrals from current and potential CCM clients and follows up with prospects consistent with established best practices. This position operates within Pacific Standard Time Zone working hours to support the West Coast region. Job Responsibilities: - Take incoming leads for the branch. - Schedule initial consultations. - Meet branch objectives specific to pre-qualifications and pre-approvals. - Attend branch events to assist Loan Officer in building clientele. - Complete and maintain branch-assigned checklists, prospect follow up, file set-up, and analyses within allotted branch deadlines. - Request and obtain referrals from current clients and realtor partners. - Run automated underwriting (DU or LP). - Issue pre-approvals consistent with DU or LP findings. - Available to work overtime, if needed. Qualifications and Skills: - High School Diploma or equivalent. - NMLS License Preferred but not required. - Minimum 2 years of customer service or inside sales experience – real estate or mortgage industries, a plus. - Experience with Microsoft Office Suite applications. - Experience working with Encompass, DU, and LP, preferred. - Excellent communication skills. - Excellent attention to detail and analytical skills. - Excellent prioritization and time management skills. 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. Pay Range: - Hourly Rate: $32.00 - $35.00 - Eligible for per file bonus The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. ​ #LI-CCMREC 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.

About Squared Away Squared Away supports founders, executives, and leadership teams operating at a high level of complexity and pace. Our assistants are not task-takers. They are trusted, strategic partners who bring structure, clarity, and follow-through to demanding environments. We exist to give people their most valuable resource back: time. That work requires judgment, discretion, and consistency, every single day. Squared Away maintains a rolling application for our Executive Assistant position. This posting is for Q2 2026 (April - June) What We're Looking For This is not an entry-level role, and it is not a side role. As a Chief Executive Assistant at Squared Away, you will support senior executives who expect proactive thinking, excellent communication, and dependable execution. You will manage competing priorities, anticipate needs before they are voiced, and operate with a level of ownership that mirrors in-house executive support. This is an independent contractor role designed for experienced professionals who want flexibility without sacrificing standards. What Tends to Work Well in This Role Our work is fast-paced, collaborative, and built on trust. Assistants who thrive here typically: - Have established experience supporting senior executives - Enjoy variety and problem-solving over repetitive task work - Are available and responsive during weekday business hours - Take a proactive approach and anticipate needs rather than waiting for direction - Stay effective when priorities change or when not everything is fully defined - Treat confidentiality and discretion as non-negotiable - Structure their day with dedicated work blocks in the morning and afternoon, allowing for consistent availability, focused work time, and timely communication with executives If you see yourself in this list, you’re likely a great match for how we work at Squared Away. What You’ll Be Responsible For Executive Operations & Time Management - Manage and optimize complex executive calendars across time zones - Anticipate conflicts and proactively resolve scheduling issues - Protect executive focus by enforcing priorities and boundaries Executive Communication - Manage executive inboxes with discretion and sound judgment - Draft, respond to, and triage correspondence on behalf of executives - Ensure urgent matters are surfaced promptly and appropriately Travel & Logistics - Coordinate domestic and international travel end-to-end - Prepare detailed itineraries and anticipate changes or disruptions Preparation & Execution - Prepare meeting materials, agendas, presentations, and reports - Track action items, deadlines, and follow-through across initiatives Systems & Process Improvement - Create, document, and refine workflows to improve efficiency - Identify tools and processes that reduce friction and increase clarity Research & Strategic Support - Conduct research on competitors, tools, vendors, and market trends - Provide concise summaries to support executive decision-making Discretion & Trust - Handle sensitive and confidential information with absolute integrity What Success Looks Like in the First 90 Days In the first 90 days, successful Chief Executive Assistants at Squared Away typically: - Actively take on client work and build momentum by supporting assigned clients successfully - Build trust and rapport with their executive(s) through consistent communication and follow-through - Develop a strong understanding of executive priorities, preferences, and working style - Take ownership of calendar and inbox management, proactively anticipating needs and resolving issues before escalation - Establish reliable systems for tracking tasks, deadlines, and follow-ups - Communicate clearly and confidently, even when priorities shift or information is incomplete - Maintain discretion and professionalism while handling sensitive information - Structure their workday to balance availability, focused work time, and responsiveness This is not about perfection. It’s about progress, ownership, and building momentum.

About Squared Away Squared Away supports founders, executives, and leadership teams operating at a high level of complexity and pace. Our assistants are not task-takers. They are trusted, strategic partners who bring structure, clarity, and follow-through to demanding environments. We exist to give people their most valuable resource back: time. That work requires judgment, discretion, and consistency, every single day. Squared Away maintains a rolling application for all of our Executive Assistant position. This posting is for Q2 2026 (April - June) What We're Looking For This is not an entry-level role, and it is not a side role. As a Chief Executive Assistant at Squared Away, you will support senior executives who expect proactive thinking, excellent communication, and dependable execution. You will manage competing priorities, anticipate needs before they are voiced, and operate with a level of ownership that mirrors in-house executive support. This is an executive support role first. However, some of the executives we support operate heavily in marketing, content, and growth. We are particularly interested in candidates who bring experience or interest in marketing and can support related initiatives when needed. This role is best suited for those with exposure to marketing, content, or growth-focused environments. Not sure this is the right fit? This role is designed for candidates with experience or interest in marketing. If your background is more general, we encourage you to apply to our Chief Executive Assistant (Generalist) role. Our team reviews candidates across all tracks, so applying to the role that best reflects your experience helps us evaluate you more effectively. This is an independent contractor role designed for experienced professionals who want flexibility without sacrificing standards. What Tends to Work Well in This Role Our work is fast-paced, collaborative, and built on trust. Assistants who thrive here typically: - Have established experience supporting senior executives - Enjoy variety and problem-solving over repetitive task work - Are available and responsive during weekday business hours - Take a proactive approach and anticipate needs rather than waiting for direction - Stay effective when priorities change or when not everything is fully defined - Treat confidentiality and discretion as non-negotiable - Structure their day with dedicated work blocks in the morning and afternoon, allowing for consistent availability, focused work time, and timely communication with executives If you see yourself in this list, you’re likely a great match for how we work at Squared Away. What You’ll Be Responsible For Executive Operations & Time Management - Manage and optimize complex executive calendars across time zones - Anticipate conflicts and proactively resolve scheduling issues - Protect executive focus by enforcing priorities and boundaries Executive Communication - Manage executive inboxes with discretion and sound judgment - Draft, respond to, and triage correspondence on behalf of executives - Ensure urgent matters are surfaced promptly and appropriately Travel & Logistics - Coordinate domestic and international travel end-to-end - Prepare detailed itineraries and anticipate changes or disruptions Preparation & Execution - Prepare meeting materials, agendas, presentations, and reports - Track action items, deadlines, and follow-through across initiatives Systems & Process Improvement - Create, document, and refine workflows to improve efficiency - Identify tools and processes that reduce friction and increase clarity Research & Strategic Support - Conduct research on competitors, tools, vendors, and market trends - Provide concise summaries to support executive decision-making - Support marketing-related research, including audience insights, content trends, and competitor positioning when applicable Marketing Support (When Applicable) - Assist with content coordination, scheduling, and publishing - Support email marketing or newsletter workflows - Help organize campaign timelines and deliverables - Conduct light copy editing or drafting as needed Discretion & Trust - Handle sensitive and confidential information with absolute integrity What Success Looks Like in the First 90 Days In the first 90 days, successful Chief Executive Assistants at Squared Away typically: - Actively take on client work and build momentum by supporting assigned clients successfully - Build trust and rapport with their executive(s) through consistent communication and follow-through - Develop a strong understanding of executive priorities, preferences, and working style - Take ownership of calendar and inbox management, proactively anticipating needs and resolving issues before escalation - Establish reliable systems for tracking tasks, deadlines, and follow-ups - Communicate clearly and confidently, even when priorities shift or information is incomplete - Maintain discretion and professionalism while handling sensitive information - Structure their workday to balance availability, focused work time, and responsiveness This is not about perfection. It’s about progress, ownership, and building momentum.

About Squared Away Squared Away supports founders, executives, and leadership teams operating at a high level of complexity and pace. Our assistants are not task-takers. They are trusted, strategic partners who bring structure, clarity, and follow-through to demanding environments. We exist to give people their most valuable resource back: time. That work requires judgment, discretion, and consistency, every single day. Squared Away maintains a rolling application for all of our Executive Assistant position. This posting is for Q2 2026 (April - June) What We're Looking For This is not an entry-level role, and it is not a side role. As a Chief Executive Assistant at Squared Away, you will support senior executives who expect proactive thinking, excellent communication, and dependable execution. You will manage competing priorities, anticipate needs before they are voiced, and operate with a level of ownership that mirrors in-house executive support. This is an executive support role first. However, Some of the executives we support require additional support with financial organization and bookkeeping-related workflows. We are particularly interested in candidates who have hands-on experience with bookkeeping tasks such as expense tracking, invoice management, and reconciliation, and who are comfortable working with financial data. This role is best suited for those with experience supporting bookkeeping or financial operations in a practical, execution-focused capacity. This is not an accounting role and does not include tax preparation or advisory responsibilities. Not sure this is the right fit? This role is designed for candidates with bookkeeping experience or exposure to financial workflows. If your background is more general, we encourage you to apply to our Executive Assistant (Generalist) role. Our team reviews candidates across all tracks, so applying to the role that best reflects your experience helps us evaluate you more effectively. This is an independent contractor role designed for experienced professionals who want flexibility without sacrificing standards. What Tends to Work Well in This Role Our work is fast-paced, collaborative, and built on trust. Assistants who thrive here typically: - Have established experience supporting senior executives - Enjoy variety and problem-solving over repetitive task work - Are available and responsive during weekday business hours - Take a proactive approach and anticipate needs rather than waiting for direction - Stay effective when priorities change or when not everything is fully defined - Treat confidentiality and discretion as non-negotiable - Structure their day with dedicated work blocks in the morning and afternoon, allowing for consistent availability, focused work time, and timely communication with executives If you see yourself in this list, you’re likely a great match for how we work at Squared Away. What You’ll Be Responsible For Executive Operations & Time Management - Manage and optimize complex executive calendars across time zones - Anticipate conflicts and proactively resolve scheduling issues - Protect executive focus by enforcing priorities and boundaries Executive Communication - Manage executive inboxes with discretion and sound judgment - Draft, respond to, and triage correspondence on behalf of executives - Ensure urgent matters are surfaced promptly and appropriately Travel & Logistics - Coordinate domestic and international travel end-to-end - Prepare detailed itineraries and anticipate changes or disruptions Preparation & Execution - Prepare meeting materials, agendas, presentations, and reports - Track action items, deadlines, and follow-through across initiatives Systems & Process Improvement - Create, document, and refine workflows to improve efficiency - Identify tools and processes that reduce friction and increase clarity Research & Strategic Support - Conduct research on competitors, tools, vendors, and market trends - Provide concise summaries to support executive decision-making Financial & Bookkeeping Support (When Applicable) - Track and organize expenses, receipts, and financial records - Assist with invoice tracking and follow-ups - Support reconciliation of transactions and documentation - Prepare basic financial summaries for executive review - Coordinate with accountants, bookkeepers, or finance teams Discretion & Trust - Handle sensitive and confidential information with absolute integrity What Success Looks Like in the First 90 Days In the first 90 days, successful Chief Executive Assistants at Squared Away typically: - Actively take on client work and build momentum by supporting assigned clients successfully - Build trust and rapport with their executive(s) through consistent communication and follow-through - Develop a strong understanding of executive priorities, preferences, and working style - Take ownership of calendar and inbox management, proactively anticipating needs and resolving issues before escalation - Establish reliable systems for tracking tasks, deadlines, and follow-ups - Communicate clearly and confidently, even when priorities shift or information is incomplete - Maintain discretion and professionalism while handling sensitive information - Structure their workday to balance availability, focused work time, and responsiveness This is not about perfection. It’s about progress, ownership, and building momentum.