Loan Partner Administrator

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September 19

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CrossCountry Mortgage, LLC

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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

• Accurately input and manage all new leads in CrossCountry Mortgage’s Jungo CRM system until applications have been received • Oversee and respond to all website-generated leads while ensuring timely and professional communication: assist with answering the team phone line • Conduct loan application completeness and document all follow-ups, ensuring all required items are collected promptly • Complete Opt-Outs for all new loan applications and ensure this information is accurately marked on the borrower’s submission checklist • Ensure smooth transitions to the Pre-Approval Specialist with an email introduction to the client and a detailed outline of key notes that support the transaction • Provide home search follow-up support to keep clients engaged and informed throughout the entire process • Assist in ordering verifications and third-party items such as employment verification, title work, and homeowner’s insurance • Assist past clients with first payment and servicing questions • Represent the team with professionalism and exceptional customer service

🎯 Requirements

• High School Diploma or equivalent • Associate’s or Bachelor’s Degree in Finance, Business Administration, Economic or related field, preferred • Experience in a customer service, administrative, or real estate-related role, preferred • Experience adapting to new environments and displaying a team-first attitude • Familiarity with Microsoft and CRM systems (e.g., Jungo/Salesforce), preferred • Excellent customer service skills with a focus on communicating professionally and empathetically • Advanced organizational skills with proven success in managing multiple tasks effectively • Comfortable working under pressure in a high-volume environment while meeting tight deadlines

🏖️ Benefits

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