CrossCountry Mortgage, LLC · 2 hours ago
Mortgage Funder & Investment Settlement Specialist
LC10530 - 2160 Superior Avenue, Cleveland, OH
Full-time
Onsite
New Grad, Entry LevelCrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong focus on employee engagement and culture. The Mortgage Funder & Investment Settlement Specialist is responsible for overseeing the funding of residential mortgage loans and supporting the investor settlement process, ensuring accurate and efficient loan settlements with investors.
FinanceFinancial ServicesLendingMortgage
Responsibilities
Review closed loan packages to confirm completeness and compliance with regulatory and investor guidelines
Coordinate with internal teams to facilitate timely and accurate disbursement of funds
Verify wire instructions and initiate funding transactions through approved systems
Track loan funding milestones and update loan status in the Loan Origination System (LOS)
Proactively resolve any issues or discrepancies that may delay funding
Assist with the preparation and execution of investor settlement processes, including verifying loan data, settlement terms, and remittance details
Collaborate with servicing, post-closing, and secondary market teams to ensure accurate and timely investor reporting
Reconcile settlement documentation in accordance with investor agreements and compliance standards
Maintain up-to-date investor settlement logs and reports to support operational accuracy and transparency
Support the resolution of investor-related issues during the settlement and post-settlement phases
Qualification
Required
High School Diploma or equivalent
Proficient in Microsoft Office Suite, including Excel, Outlook, and Word to create and manage spreadsheets, use formulas, and handle data tracking effectively
Excellent organizational and communication skills with attention to detail
Skill in managing multiple tasks efficiently in a deadline-driven environment
Preferred
Experience working with Fannie Mae, Freddie Mac, or private mortgage investors
Exposure to loan servicing or investor reporting systems
Understanding of escrow, reconciliation, and wire procedures
Knowledge of investor settlement procedures, investor delivery, or post-closing
Solid understanding of mortgage lending procedures, loan documentation, and mortgage funding operations
Working knowledge of investor settlements within the secondary mortgage market
Knowledge of secondary market or investor-related processes
Familiarity with LOS platforms (Encompass)
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
H1B Sponsorship
CrossCountry Mortgage, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (16)
2023 (9)
2022 (17)
2021 (3)
2020 (1)
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