Loan Advisor jobs in United States
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CrossCountry Mortgage, LLC · 11 hours ago

Loan Advisor

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender, recognized for its exceptional culture and employee engagement. The Loan Advisor is responsible for converting qualified leads into funded loans while ensuring a high-quality experience for clients and real estate partners throughout the loan process.

FinanceFinancial ServicesLendingMortgage

Responsibilities

Drive performance metrics including qualified‑lead‑to‑funded conversion, pull‑through rates, while maintaining client and agent confidence throughout the loan process
Convert qualified leads into completed applications and lead strategic pre‑approval conversations focused on client goals and financing options
Recommend loan programs and structures aligned with client goals, risk tolerance, and eligibility constraints
Sell the full lending experience with leadership and clarity, including the application, strategic pre‑approval consultation, loan plan, rate‑lock guidance, and contract‑to‑close journey
Maintain advanced knowledge of conventional, FHA, VA, Jumbo, and portfolio loan products
Understand pricing, rate/cost tradeoffs, and margin discipline; accurately price loans and lead lock consultations
Translate complex details into clear, confidence‑building recommendations and own the overall loan strategy
Function as the primary point of confidence for clients and realtors once under contract, ensuring all parties understand next steps and responsibilities
Proactively identify risks early, communicate impacts, and escalate concerns before they affect timelines or client experience
Step in promptly when issues arise to provide clear direction and maintain client and partner confidence throughout the loan process
Collaborate closely with Pre-Approval Specialists to ensure clean, qualified files and sound strategy
Provide clear visibility and timely escalation to support internal accountability and present a consistent, unified front to clients and agents

Qualification

Licensed Mortgage Loan OriginatorMortgage sales experienceConsultative sellingProduct knowledgeOwnership of outcomesManaging challengesFollow-throughClear communication

Required

Active, licensed Mortgage Loan Originator (MLO) in the state of Colorado
Mortgage sales experience with product knowledge and pricing fluency
Comfortable leading effectively through ambiguity and high‑pressure situations
Skilled in consultative selling approaches
Skilled at applying sound judgment, taking ownership of outcomes, and managing challenges professionally
Skilled in maintaining consistent follow‑through and clear, timely, well‑structured communication

Benefits

Medical
Dental
Vision
401K
Company-provided short-term disability
Employee assistance program
Wellness program

Company

CrossCountry Mortgage, LLC

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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.

Funding

Current Stage
Late Stage
Total Funding
$1.9B
Key Investors
Ares Management
2025-11-18Debt Financing· $600M
2025-09-24Debt Financing· $900M
2021-11-23Debt Financing· $400M

Leadership Team

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Tom Kraft
Senior Vice President Operations - West
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Rob Sampson
Executive Vice President
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Company data provided by crunchbase