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CrossCountry Mortgage, LLC · 1 month ago

Licensed Loan Partner

United States

Full-time

Remote

Senior Level

$38.46/hr - $45.67/hr

5+ years exp

CrossCountry Mortgage (CCM) is the nation's leading distributed retail mortgage lender, recognized for its exceptional culture and employee engagement. The Licensed Loan Partner will be the primary contact for new inbound leads, reviewing loan applications and guiding clients through their home financing journey with professionalism and clarity.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Serve as the primary point of contact of the branch for all new inbound leads

Conduct and/or review loan applications for accuracy

Request, organize, and analyze income, credit, assets, and documentation supporting loan applications

Run AUS and assist with loan product selection

Prepare rate quotes, loan options, and loan summaries

Issue pre-approval letters accurately and promptly

Communicate proactively with borrowers, agents, and internal branch team members

Manage the full pre-approval pipeline from first introduction to contract

Attend local closings as needed to support client and agent relationships

Create and deliver Mortgage Coach video tutorials explaining loan options to the branch

Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing

Attend networking events as requested by the Branch Manager

Maintain a flexible schedule for occasional evening or weekend calls

Qualification

Mortgage experienceAgency guidelines knowledgeFHAVA guidelinesSales knowledgeOrganizational skillsProfessionalismFollow-up skillsClient rapportCommunication skillsAttention to detail

Required

High School Diploma or equivalent

5+ years of mortgage experience (LO, Processing, and/or Underwriting)

Advanced knowledge of agency, FHA, and VA guidelines

Expertise in creating rapport quickly with new clients

Proven accuracy in qualifications, scenario structuring, and loan strategy

Proven success in a high-volume, dynamic team environment

Excellent organizational skills and attention to detail

Excellent written, verbal, and client-facing communication skills

Advanced skill in delivering both positive updates and difficult news

Advanced skill in follow-up and sense of urgency

Skilled in managing multiple priorities without dropping details

Skilled in professionalism and follow-through that reinforces team credibility

Preferred

Advanced sales knowledge

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

Cleveland, Ohio, USA

5001-10000 employees