Licensed Loan Partner

CrossCountry Mortgage•Chicago, IL

6d•$38 - $46

About The Position

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. The Bobart Branch is a high-performing, supportive team backed by excellent leadership, proven processes, and the reputation to help employees succeed. We operate with speed, prioritize exceptional service, and act with integrity, providing the resources and guidance you need to grow. We’re looking for a motivated professional to help elevate our client experience and make a meaningful impact. Position Overview: The Licensed Loan Partner serves as the primary contact for new inbound leads, reviews loan applications, and prepares clients for the next stage in their home financing journey. The Licensed Loan Partner communicates with clarity and professionalism, embodying CrossCountry Mortgage’s commitment to making every mortgage feel like a win.

Requirements

High School Diploma or equivalent.
5+ years of mortgage experience (LO, Processing, and/or Underwriting).
Advanced knowledge of agency, FHA, and VA guidelines.
Advanced sales knowledge, preferred.
Expertise in creating rapport quickly with new clients.
Proven accuracy in qualifications, scenario structuring, and loan strategy.
Proven success in a high-volume, dynamic team environment.
Excellent organizational skills and attention to detail.
Excellent written, verbal, and client-facing communication skills.
Advanced skill in delivering both positive updates and difficult news.
Advanced skill in follow-up and sense of urgency.
Skilled in managing multiple priorities without dropping details.
Skilled in professionalism and follow-through that reinforces team credibility.

Responsibilities

Serve as the primary point of contact of the branch for all new inbound leads.
Conduct and/or review loan applications for accuracy.
Request, organize, and analyze income, credit, assets, and documentation supporting loan applications.
Run AUS and assist with loan product selection.
Prepare rate quotes, loan options, and loan summaries.
Issue pre-approval letters accurately and promptly.
Communicate proactively with borrowers, agents, and internal branch team members.
Manage the full pre-approval pipeline from first introduction to contract.
Attend local closings as needed to support client and agent relationships.
Create and deliver Mortgage Coach video tutorials explaining loan options to the branch.
Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing.
Attend networking events as requested by the Branch Manager.
Maintain a flexible schedule for occasional evening or weekend calls.

Benefits

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K.
We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

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