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CrossCountry Mortgage, LLC · 1 day ago

Loan Partner I

Flower Mound, TX

Full-time

Onsite

New Grad, Entry Level

$18/hr - $22/hr

CrossCountry Mortgage, LLC is seeking a Loan Partner I to oversee lead intake and management. This role involves direct communication with clients and partners, requiring strong time management and data entry skills, with opportunities for growth within the company.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Lead Management

Lead Follow Up

Lead Conversion

Confirm all appointments the day before and the day of the appointment

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

Qualification

Lead ManagementData EntryWordExcelOutlookDependabilityVerbal CommunicationWritten CommunicationPositive AttitudeSelf-motivation

Required

High school diploma or equivalent

Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m

Must be proficient in Word, Excel, and Outlook applications

Must have excellent verbal and written communication skills

Must have a positive attitude

Must be dependable, self-motivated and require minimal supervision

Preferred

Previous mortgage experience is favorable, but NOT required

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