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CrossCountry Mortgage, LLC · 4 months ago

Loan Partner

Flower Mound, TX

Full-time

Onsite

New Grad, Entry Level

CrossCountry Mortgage, LLC is the nation's leading distributed retail mortgage lender, known for its exceptional culture and employee engagement. They are seeking a Loan Partner I, a training position that involves direct communication with clients and extensive training in the home loan business.

FinanceFinancial ServicesLendingMortgage

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

Qualification

Customer service experienceCold calling experienceMicrosoft Office SuiteCommunication skillsTime management skills

Required

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

Benefits

Medical

Dental

Vision

401K

Company-provided short-term disability

Employee assistance program

Wellness program

Company

CrossCountry Mortgage, LLC

Glassdoor3.5

Back in 2003, our founder and CEO, Ron Leonhardt, started CrossCountry Mortgage with one goal: become a nationwide mortgage lender that helps people with clear and fast home loans.

Founded in 2003