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CrossCountry Mortgage, LLC · 1 month ago

Client Relations Coordinator - Veteran's Lending Group

Meridian, ID

Full-time

Onsite

Entry Level

1+ years exp

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees. The Client Relations Coordinator role serves as the vital connection between incoming leads and Loan Officers, ensuring every client experiences exceptional service from first contact to application.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Take inbound leads via corporate phone system

Gather basic customer information and identify customer needs

Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system

Utilize corporate training methods and tactics in converting potential prospects to CCM customers

Schedule initial appointments as well as maintaining database to ensure customer service expectations are met

Appropriately classify and distinguish each lead contacted

Manage high volume of incoming phone calls

Apply training to live interactions with CCM clients both internally and externally

Qualification

Customer service skillsCommunication skillsMicrosoft Office SuiteTime managementVeterans

Required

High School Diploma or equivalent

1+ years of experience as a telemarketer or similar sales/customer service role

Excellent communication and customer service skills

Excellent prioritization and time management skills

Proficient in Microsoft Office Suite (i.e., Word, Excel, PowerPoint and Outlook)

Veterans are strongly encouraged to apply

Preferred

Experience supporting military veterans or active-duty service members

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