BPL Account Manager

🕒 April 14

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CrossCountry Mortgage, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💰 $400M Debt Financing on 2021-11

Finance

CrossCountry Mortgage, LLC is one of America’s leading retail mortgage lenders, providing a range of mortgage solutions for homebuyers, homeowners looking to refinance, and those seeking home equity loans. They offer a comprehensive suite of services including home purchase loans, mortgage refinancing, and home equity lines of credit (HELOC). The company prides itself on helping clients navigate the home buying process with ease, whether they are first-time buyers or seasoned investors. Known for their competitive interest rates and efficient loan processing, CrossCountry Mortgage aims to support their clients in achieving their home ownership and financial goals.

📋 Description

• Ensure efficient loan processing and funding by leveraging various systems and tracking tools. • Serve as the primary borrower liaison, building lasting client relationships. • Coordinate with Operations, Closing, and Underwriting teams across Valere. • Verify loan file compliance, gather required documentation, and review funding packages for accuracy. • Monitor credit utilization and manage multiple loans simultaneously. • Provide superior customer service to consistently exceed client expectations. • Review and update policies procedures as needed. • Assist in training of new team members.

🎯 Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or related field, preferred. • 5 + years of relevant experience in the financial services and/or real estate industry. • Experience leading transaction teams and managing customer interactions. • Proficient in Salesforce CRM. • Advanced knowledge of the loan closing process. • Advanced skill in Microsoft Office Suite (i.e. Word, Excel, Outlook). • Skilled in collaboration to support effective cross-functional coordination. • Demonstrated commitment to high professional ethical standards.

🏖️ Benefits

• medical • dental • vision • 401K • company-provided short-term disability • employee assistance program • wellness program