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CrossCountry Mortgage, LLC · 11 hours ago

Loan Partner

Woodbury, MN

Full-time

Onsite

Mid Level

$26.44/hr - $31.25/hr

3+ years exp

CrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong culture of employee engagement and support. The Loan Partner I is responsible for managing new leads, scheduling appointments, and ensuring a smooth client experience throughout the pre-contract process.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Respond to new leads within established time limits, including making initial outreach calls within 20–30 minutes of receipt

Add all leads to the lead tracker and maintain consistent follow up until an appointment is scheduled, with a minimum of ten contact attempts per lead

Update the referral source after each contact attempt or successful connection and keep the lead tracker current

Maintain a 40% or higher conversion rate from lead to appointment

Confirm scheduled appointments with borrowers the day before and provide a verbal overview of required items and directions

Send appointment confirmation emails to the agent, borrower, and team leader

Prepare intake materials, including printing the credit report and placing it in the appointment folder

Bring two copies of the lead tracker to each team meeting

Schedule client meetings for loan officers

Collect and organize required documentation, ensure application materials are complete, and maintain accurate records throughout the process

Manage client expectations throughout the loan process until the client is under contract

Order appraisals and initiate required disclosures in accordance with regulatory guidelines

Qualification

Mortgage experienceLending regulationsCustomer service skillsMicrosoft Office SuiteCommunication skills

Required

High School Diploma or equivalent

3+ years of mortgage experience

Excellent customer service and communication skills

Proficient in Microsoft Office Suite (Word, Excel, Outlook)

Preferred

Knowledge of all mortgage and consumer lending regulations and loan documents

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