Loan Partner

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Loan Partner I is a training position to learn the business of home loans from a top producing Loan Officer and team. This role is in direct communication with clients, realtors, builders, and business partners and provides extensive training.

Job Responsibilities:

• Follow up on new loan leads within three hours per “Pre-qual Lead Sheet” instructions.
• Set, manage, and confirm all appointments for clients meet with Loan Officer and/or Loan Partner II for loan applications; communicate preparation requirements for meeting.
• Ensure follow up attempts made until appointment is set on leads added to the lead tracker.
• Update referral partners on status of leads received.
• Maintain a 40% or higher conversion rate from lead to appointment.
• Collect applications and manage documentation.
• Attend work sponsored events and obtain a minimum of 8 referral sources to come to each one of the monthly events.
• Attend and actively participate in daily team meetings, Monday loan reviews, and sales meetings.
• Cold call new contacts and leads; obtain referrals from current clients.
• Enter detailed comments on conversations regarding files into Encompass to provide documentation.
• Obtain NMLS license within 360 days.
• Additional responsibilities as assigned.

Qualifications and Skills:

• High school diploma or equivalent.
• Experience in a customer service and/or cold calling environment.
• Experience with Microsoft Office Suite.
• Excellent communication skills.
• Excellent time management and prioritization skills.