Loan Partner

🔥 55 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🪙 Affiliate Manager

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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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 clients and referral partners, creating a positive first impression. • Convert new opportunities into qualified buyers through timely follow-up, proactive communication, and high-quality service. • Respond to every purchase lead within 1 hour and every refinance lead by end of business day. • Build rapport and gather comprehensive understanding of client needs using discovery questions. • Complete Jungo/CRM intake with detailed notes and next steps. • Obtain and review credit information, verify income, and collect required documentation. • Review documentation for accuracy and consistency before handoff. • Build and maintain loan files in Encompass and prepare complete files for Processing. • Manage rate locks, milestone dates, closing dates, and pipeline accuracy. • Identify and address issues promptly to minimize client impact. • Provide consultative mortgage guidance and recommend appropriate lending solutions. • Communicate the mortgage process, requirements, and timelines to clients. • Provide proactive updates to clients and referral partners, including outreach after significant client interactions. • Prepare the Branch Manager for Homebuyer Consultations and Loan Strategy Meetings. • Follow up with clients throughout the processing phase as needed. • Foster positive client and referral partner relationships through professional follow-up, appreciation, and business development support. • Maintain CRM notes, tasks, and follow-up dates. • Respond to incoming calls and emails professionally and by the end of each workday. • Manage the Branch Manager’s calendar, appointments, team inbox, and priorities. • Contact pre-approved homebuyers weekly until they are under contract. • Call the top 10 referral partners weekly to strengthen relationships. • Monitor servicing and refinance opportunities. • Maintain marketing assets, including webinar updates, presentations, and contact lists. • Support team reporting, lead tracking, and KPI reviews.

🎯 Requirements

• High School Diploma or equivalent. • 1+ years of experience in mortgage lending, banking, financial services, sales support, customer service, or a related field. • Experience with Encompass, preferred. • Experience with RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents, preferred. • Excellent math and analytical skills. • Excellent communication and collaboration skills. • Excellent organizational and time management skills. • Proficiency with DU, LP, Microsoft Outlook, and Microsoft Windows. • Primarily operates within Eastern and Central Time zone working hours to support the East Coast region.

🏖️ Benefits

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

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