Investor Relations Analyst

CrossCountry Mortgage • Cleveland, OH

3d

About The Position

The Investor Relations Analyst supports the Product Team by managing new investor applications, annual investor renewals, and ongoing investor relationship coordination. The role serves as a general point of contact for investor-related questions and escalations, identifies ways investors can become more competitive, and supports vetting and presentation of new investor opportunities to senior management.

The analyst maintains a broad working knowledge of the organization’s mortgage product offerings and supports the review, analysis, and ongoing maintenance of product-related materials to ensure accuracy, consistency, and alignment with current investor guidelines and business requirements. The position requires strong organization, communication, and coordination across internal teams and external investor partners.

Requirements

• High school diploma required.
• Solid understanding of the mortgage lending process and the roles various departments play throughout the loan lifecycle.
• Excellent organizational skills, including the ability to manage documentation, deadlines, and multiple investor requests simultaneously.
• Excellent interpersonal skills, including effective verbal and written communication with internal teams and external investor partners.

Nice To Haves

• Bachelor’s degree preferred.
• A minimum of 3 years’ experience in the mortgage banking industry preferred.
• Working knowledge of Comergence or other investor application and renewal systems preferred.

Responsibilities

• Complete new investor applications by gathering required documentation, tracking submission status, and ensuring application requirements are met.
• Manage annual investor renewal requirements, including completing renewal packages, coordinating internal responses, and maintaining timely communication with investors.
• Serve as a point of contact for investor partners, assisting with escalations, information requests, and ongoing relationship support.
• Identify opportunities for investors to become more competitive, including potential improvements to product guidelines, pricing, or process flow.
• Compare prospective investors based on product coverage, pricing, execution, service levels, and strategic fit.
• Prepare investor vetting documentation and research for the VP of Product Development to present to senior management.
• Maintain working knowledge of mortgage product offerings and support the review, analysis, and maintenance of product-related materials for accuracy and alignment with investor guidelines and business requirements.

Benefits

• Competitive compensation plan for eligible employees.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Company-provided short-term disability.
• Employee assistance program.
• Wellness program.
• Robust benefits package.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED