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CrossCountry Mortgage, LLC · 1 day ago

Mortgage Loan Apprentice

Flower Mound, TX

Full-time

Hybrid

Entry Level

$18/hr - $22/hr

2+ years exp

CrossCountry Mortgage, LLC is a leading mortgage company looking for a Mortgage Loan Apprentice. This role involves training to learn the business of home loans, focusing on lead management, conversion, and sales growth while providing exceptional customer service.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Lead Management and Conversion

Lead Follow Up

Sales Growth

Follow up on new loan leads within three hours per 'Pre-qual Lead Sheet' instructions

Set, manage, and confirm all appointments for the Clients to come in and meet with Loan Officer and/or LP II for loan applications: communicate what items to bring in for appointment etc

All leads added to lead tracker, ensure follow up attempts made until appointment is set

Update referral partners on status of leads received

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

Manage documentation and collect application

Continue to assume responsibilities and help the team grow

Attend all Lunch and Learns and happy hours and obtain at least 8 referral sources to come to each one of the aforementioned monthly events

Attend and actively participate in daily team meetings, Monday loan reviews, and Sales meetings

Obtain referrals from current clients

Detailed comments are to be entered into Encompass files conversation log to document each conversation regarding a file

Qualification

NMLS LicenseCold CallingCustomer ServiceMultitaskingTime Management

Required

Must be properly NMLS licensed within 360 days

Ability to cold-call new contacts without fear

Must be self-motivated, dependable and have a 'Can Do' Attitude

Demonstrate outstanding customer service skills, prioritization, multitasking, and diplomacy skills

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