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CrossCountry Mortgage, LLC · 1 day ago

Inside Loan Originator

Montvale, NJ

Full-time

Onsite

New Grad, Entry Level

CrossCountry Mortgage, LLC is the nation's leading distributed retail mortgage lender with a strong focus on employee engagement and culture. The Inside Loan Originator is responsible for managing inbound and outbound leads, educating homeowners about reverse mortgage options, and guiding them through the early stages of the loan process while ensuring compliance and delivering excellent customer service.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Handle inbound and outbound leads generated by corporate marketing, servicing portfolios, digital campaigns, and internal referral sources

Conduct initial discovery calls to determine customer needs, interest level, and basic reverse mortgage eligibility

Educate consumers on reverse mortgage options (including HECM and proprietary reverse products) in a clear, compliant, and consultative manner

Build rapport and trust with homeowners and their families through professional and empathetic communication

Accurately document all customer interactions, notes, and next steps in the CRM and loan origination systems

Follow established call scripts, workflows, and compliance guidelines while maintaining a natural, customer-focused conversation

Maintain consistent follow-up with prospects via phone, email, and SMS as part of structured marketing journeys

Meet or exceed individual and team performance metrics, including contact rates, qualification rates, and conversion goals

Collaborate with marketing, operations, and sales leadership to improve lead quality, customer experience, and overall conversion performance

Qualification

NMLS licensingInside sales experienceMortgage experienceCRM proficiencyCompliance knowledgeHigh organizationEffective communicationActive listeningSelf-motivation

Required

NMLS licensing, preferred; willingness to obtain if required for the role

Experience in inside sales, call center sales, or consumer-direct financial services

Comfortable speaking with homeowners who meet age‑based program eligibility requirements and discussing long‑term financial topics

Skilled in effective communication and active listening

Skilled in managing a high volume of leads and follow‑ups within a structured sales environment

Highly organized, detail-oriented, and self-motivated

Proficiency with CRM systems, dialers, and basic computer applications

Preferred

Experience in mortgage, reverse mortgage, or home equity

Experience working with corporate-generated leads rather than self-sourced business

Familiarity with compliance-driven sales environments

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