CrossCountry Mortgage, LLC · 1 week ago
Pre-Approval Manager
LC11764 - 2201 Spinks Road, Flower Mound, TX
Full-time
Onsite
Mid LevelCrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with over 7,000 employees. The Lead Intake/Preapproval Manager oversees the mortgage pipeline and manages all intake activities, ensuring accurate and organized files for efficient processing.
FinanceFinancial ServicesLendingMortgage
Responsibilities
Respond to new leads within one hour to ensure timely engagement and maximize conversion opportunities
Review incoming applications the same day or by the following morning
Build complete loan applications, ensuring a full 24‑month employment, income, and residency history is accurately documented and verified
Send initial document requests immediately upon lead engagement
Complete at least five borrower outreach touches within the first week of lead assignment
Update Jungo CRM and the Impact Tracker consistently and accurately to maintain complete visibility into lead status, borrower progress, and pipeline activity
Work older and non‑converted leads on a daily cadence to re‑reengage prospects, identify new opportunities, and improve overall conversion rates
Respond to inquiries received through the team phone line and inbound text messages
Submit clean, fully documented files using the standardized intake handoff template
Complete a checklist for every file to identify potential qualification issues early and ensure only viable applications move forward
Review applications and supporting documents for accuracy, eligibility, and completeness, performing necessary follow‑ups to ensure files meet requirements
Host pre‑approval meetings via Teams or Zoom and maintain regular follow‑ups with clients and PB&J agents on a weekly, biweekly, or monthly schedule
Prepare submission‑ready files by completing the LP1 Checklist and CCI Form and verifying all documentation prior to processing
Send a daily end-of-day checkout summarizing file status, outstanding items, and next steps for all active files
Maintain high standards of file accuracy, completeness, and organization throughout the intake and handoff process
Qualification
Required
Experience in mortgage intake, Loan Officer Assistant responsibilities, or loan processing
Skilled in staying highly organized while managing multiple leads simultaneously, tracking follow‑ups, and preparing submission‑ready files
Skilled in maintaining attention to detail to ensure accuracy
Skilled in working effectively in a deadline driven environment
Excellent communication skills
Preferred
NMLS license, preferred; if not licensed, must obtain license within 90 days of hire
Comfortable with CRM and loan origination systems (Jungo and Encompass, preferred)
Benefits
Medical
Dental
Vision
401K
Company-provided short-term disability
Employee assistance program
Wellness program
Company
CrossCountry Mortgage, LLC
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
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$1.9BKey Investors
Ares Management
2025-11-18Debt Financing· $600M
2025-09-24Debt Financing· $900M
2021-11-23Debt Financing· $400M
Leadership Team
Tom Kraft
Senior Vice President Operations - West
Rob Sampson
Executive Vice President
Recent News
2025-12-18
2025-12-10
2025-11-20
Company data provided by crunchbase