Retention Partner

🕒 June 24

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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

• Proactively identifying and mitigating attrition risk within the Mortgage Loan Officer workforce through data-driven analysis and targeted engagement. • Leverage production metrics, system activity, and performance trends to detect early indicators of disengagement. • Develop predictive models and trend analyses using internal systems to anticipate attrition risks. • Monitor Loan Officer activity and performance trends to identify early indicators of disengagement. • Develop and maintain dashboards and tracking mechanisms to highlight key risk indicators. • Create executive-level reporting and data visualizations to communicate insights, risks, and recommendations to leadership. • Partner with leadership to interpret data trends and develop data-driven retention strategies. • Evaluate the effectiveness of retention programs, incentives, and engagement initiatives using data-driven methodologies. • Leverage data and behavioral indicators to identify Loan Officers at risk of leaving and initiate targeted outreach. • Collaborate with Sales Leadership, HR, and Operations to address issues impacting employee engagement and retention.

🎯 Requirements

• Bachelor’s degree or equivalent relevant experience. • Experience in mortgage banking, retail lending, financial services, organizational development, or workforce analytics. • Experience in Loan Officer production, recruiting, sales management, or HR business partnership, preferred. • Experience conducting stay interviews, exit interviews, or employee engagement initiatives. • Experience with mortgage systems such as Encompass or similar LOS/CRM tools. • Experience with handling sensitive and confidential information with discretion. • Familiarity with sales performance metrics in a commission-based environment. • Excellent collaboration and communication skills with a focus on relationship building. • Skilled in analyzing and interpreting data to identify trends, risks, and actionable insights.

🏖️ Benefits

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