Loan Partner II

Job not on LinkedIn

September 25

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

💵 $24 - $26 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🪙 Affiliate Manager

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CrossCountry Mortgage, LLC

WebsiteLinkedInAll Job Openings

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.

5001 - 10000 employees

💸 Finance

💰 $400M Debt Financing on 2021-11

📋 Description

• Deliver exceptional customer service from contract to closing by guiding borrowers through each step of the loan process • Contact the borrower within 24 hours of file receipt to introduce the role, set expectations, outline next steps, and review the Uniform Residential Loan Application (Form 1003) • Send introductory emails to buyer’s and seller’s agents for new purchase contracts, copying the Loan Officer • Create and distribute personalized introductory and appreciation videos to enhance client engagement • Distribute, review, and explain (via phone call) the Closing Disclosures to borrowers and correct errors before signature • Notify Realtors and builders to coordinate closing and provide client support • Draft and distribute closing notifications detailing date, time, location, required documents, cash-to-close, and remittance instructions • Maintain a minimum 95% five-star rating on post-closing client satisfaction surveys • Manage a pipeline of loans; participate in daily and weekly pipeline review meetings to track status and address bottlenecks • Stay current on loan products and regulatory requirements to ensure accurate and compliant processing • Review loan files to identify and notate items needed from the borrower within 24 hours prior to submission • Communicate underwriting conditions to borrowers within 48 hours of receipt, providing verbal explanations and written condition lists • Perform quality control review of final loan paperwork against checklists and compliance standards • Submit loans to Underwriting at least 15 days before scheduled closing and deliver closing documents to Closing within 72 hours prior to closing • Distribute weekly lender status updates to Realtors, Loan Officers, and Operations Managers • Notify borrowers of key milestones and provide weekly status updates through scheduled phone calls and follow-up emails • Conduct post-closing follow-up to congratulate, thank, gather feedback, and generate at least one client referral per transaction

🎯 Requirements

• High School Diploma or equivalent • State and Federal NMLS License, preferred • 3+ years of experience in conventional fixed-rate and ARM, HELOC, and construction mortgage loan processing or origination • Experience with mortgage loan processing • Experience with Encompass • Excellent communication and collaboration skills • Proficiency in DU, LP, Microsoft Office, and Windows

🏖️ Benefits

• Competitive compensation plan and a robust benefits package • Medical, dental, vision • 401K • Company-provided short-term disability • Employee assistance program • Wellness program • Eligible for monthly bonus incentive • Career growth opportunities and supportive culture