Analyst, BPL Lending Platform Operations

🕒 Agosto 5

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

⚙️ Operações

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 10%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of CrossCountry Mortgage, LLC

CrossCountry Mortgage, LLC

5001 - 10000 funcionários

💸 Finanças

💰 $400.000.000 Debt Financing em 2021-11

Finance

CrossCountry Mortgage, LLC é uma das principais instituições de crédito imobiliário de varejo dos Estados Unidos, oferecendo uma variedade de soluções de financiamento para compradores de imóveis, proprietários que desejam refinanciar e quem busca crédito com garantia do imóvel (home equity). A empresa oferece um portfólio completo de serviços, incluindo empréstimos para compra de imóveis, refinanciamento de financiamentos imobiliários e linhas de crédito com garantia do imóvel (HELOC). A empresa se orgulha de ajudar os clientes a navegar pelo processo de compra do imóvel com facilidade, sejam compradores de primeira viagem ou investidores experientes. Reconhecida por suas taxas de juros competitivas e pelo processamento ágil dos empréstimos, a CrossCountry Mortgage busca apoiar seus clientes na conquista da casa própria e de seus objetivos financeiros.

Descrição

• 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 and maintain strong response times across the sales organization • Partner with 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 before processing and underwriting handoff • Monitor pipeline activity and 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 recommend improvements to operational efficiency, customer experience, and funding outcomes • Serve as first point of contact for LendingWise and related technology troubleshooting • Escalate complex system issues and coordinate resolution with internal technology teams and third-party vendors • Support configuration, testing, implementation, and maintenance within LendingWise and related platforms • Assist with business requirement gathering, process documentation, user acceptance testing, and operational change management • 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 • Stay current on Business Purpose Lending products, LendingWise functionality, industry trends, and best operational practices

🎯 Requisitos

• 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

🏖️ Benefícios

• Competitive compensation plan • Medical insurance • Dental insurance • Vision insurance • 401K • Company-provided short-term disability • Employee assistance program • Wellness program • Robust benefits package • Culture supporting employee growth • Unwavering support from all departments • Total transparency from the top down

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