CrossCountry Mortgage, LLC · 3 hours ago
Assistant Loan Partner
San Antonio, TX
Full-time
Onsite
New Grad, Entry Level
$18/hr - $22/hrCrossCountry Mortgage, LLC is seeking a detail-oriented and customer-focused Loan Partner to support their mortgage operations. This role serves as the first point of contact for clients, providing exceptional service while assisting with loan applications, documentation, and general inquiries.
FinanceFinancial ServicesLendingMortgage
Responsibilities
Keep Loan Officer and team on track with calls and schedule
Top priority is to make the team leader look good, and keep her calendar organized and efficient
Manage gifting program for agents, past clients, and prospects
Schedule, plan, and execute monthly Happy Hours and other various team events
Assist with general office tasks, such as data entry, reporting, and correspondence
Coordinate appointments, follow up on pending documentation, and track application statuses
Follow up with pre-qualified borrowers, executing team checklist for touchpoints
Maintain accurate records and update client information in the loan processing system
Print list daily for team leader to complete theme day calls, and assist with prospecting follow up
30-60-90 day calls for all closed loans
Mailers (monthly updating database with newsletter information, letters of the heart, and evidence of success
Manage social media correspondence to grow digital presence
Set and fill events/manage RSVPs as required
Qualification
Required
Must be able to work 40 hours per week between the hours of 9:00 a.m. and 6:00 p.m
Proficiency in Microsoft Office and adaptability to new technology
Strong communication and interpersonal skills
Ability to work efficiently in a fast-paced environment and handle sensitive information with discretion
Must be dependable, self-motivated and require minimal supervision
Preferred
Previous mortgage experience
Knowledge of major social media platforms
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
2026-01-24
Company data provided by crunchbase