Client Coordinator

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Serve as the first point of contact for inbound purchase and refinance leads • Prioritize timely follow-up to ensure prompt engagement, application progression, and completion of required documentation • Manage inbound communication across phone, text, email, and CRM queues • Conduct structured intake calls to assess borrower goals, timing, readiness, and next steps • Capture comprehensive intake information aligned with borrower objectives and Realtor expectations • Assist clients in initiating and completing the loan application under Loan Officer supervision, ensuring accuracy and completeness • Communicate the mortgage process, expectations, and upcoming steps clearly and accurately without providing advisory opinions • Collect, review, and organize required borrower documentation • Follow up on outstanding documentation until the file is complete • Maintain accurate, real-time CRM notes and status updates • Drive lead conversion through disciplined follow-up and intake standards • Prepare fully documented, organized, decision-ready files for handoff to the Pre-Approval Specialist • Coordinate scheduling and internal logistics for pre-approval review • Provide clear, non-advisory updates to clients during the pre-approval and home-search stages • Communicate readiness and timeline updates to Realtors as appropriate • Maintain an effective working relationship with the Loan Officer and Account Executive

🎯 Requirements

• High School Diploma or equivalent • Experience in sales support or customer service, preferred • Familiarity with the mortgage process and required documentation, preferred • Skilled in communicating effectively by phone with clients and Realtors • Skilled in managing time-sensitive tasks, multiple active files, and competing priorities while maintaining accuracy and attention to detail • Skilled in working effectively in dynamic environments with established standards and accountability • Skilled in taking ownership of outcomes as well as tasks • Excellent organizational and time management skills • Excellent communication skills

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • 401(k) • Company-provided short-term disability • Employee assistance program • Wellness program • Competitive compensation plan • Robust benefits package