BPL Account Manager

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Logo of CrossCountry Mortgage, LLC

CrossCountry Mortgage, LLC

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

• Serve as the main point of contact for borrowers and cultivate long-term client relationships • Review loan files to verify procedures comply with guidelines • Coordinate onboarding, underwriting, and closing workflows • Manage multiple loan files and client relationships simultaneously • Coordinate with Closing and Underwriting teams throughout the loan process • Obtain required documentation from borrowers to complete loans • Review funding packages for accuracy before treasury submission for funding • Monitor borrowers’ line-of-credit utilization • Provide superior customer service • Review and update policies and procedures as needed • Assist in training new team members

🎯 Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or related field, preferred • 5+ years of relevant experience in financial services and/or real estate • 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, including Word, Excel, and Outlook • Skilled in collaboration for effective cross-functional coordination • Demonstrated commitment to high professional ethical standards

🏖️ Benefits

• Medical, dental, and vision insurance • 401(k) • Company-provided short-term disability • Employee assistance program • Wellness program • Competitive compensation plan • Robust benefits package • Career growth opportunities • Support from all departments and transparency from the top down

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🇺🇸 United States – Remote

💵 $33 - $38 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required