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Inside Loan Officer

🔥 15 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź‘» Ghost score 10%

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Logo of CrossCountry Mortgage, LLC

CrossCountry Mortgage, LLC

5001 - 10000 employees

đź’¸ Finance

đź’° $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.

đź“‹ Description

• Handle inbound and outbound leads generated by corporate marketing, servicing portfolios, digital campaigns, and internal referral sources • Conduct initial discovery calls to determine customer needs, interest level, and basic reverse mortgage eligibility • Educate consumers on reverse mortgage options, including HECM and proprietary reverse products, in a clear, compliant, and consultative manner • Build rapport and trust with homeowners and their families through professional and empathetic communication • Document customer interactions, notes, and next steps in CRM and loan origination systems • Follow established call scripts, workflows, and compliance guidelines • Maintain follow-up with prospects via phone, email, and SMS as part of structured marketing journeys • Meet or exceed contact-rate, qualification-rate, and conversion goals • Collaborate with marketing, operations, and sales leadership to improve lead quality, customer experience, and conversion performance

🎯 Requirements

• NMLS licensing preferred; willingness to obtain if required for the role • Experience in inside sales, call center sales, or consumer-direct financial services • Experience in mortgage, reverse mortgage, or home equity preferred • Experience working with corporate-generated leads rather than self-sourced business preferred • Comfort speaking with homeowners who meet age-based program eligibility requirements and discussing long-term financial topics • Familiarity with compliance-driven sales environments preferred • Skilled in effective communication and active listening • Skilled in managing a high volume of leads and follow-ups within a structured sales environment • Highly organized, detail-oriented, and self-motivated • Proficiency with CRM systems, dialers, and basic computer applications

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • 401K • Company-provided short-term disability • Employee assistance program • Wellness program • Robust benefits package • Career growth opportunities

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