Loan Officer Trainee

CrossCountry MortgageCleveland, OH
16dOnsite

About The Position

The Mortgage Loan Officer Trainee is a sales‑focused role that serves as a career launchpad for individuals pursuing a career in the mortgage industry. Mortgage Loan Officer Trainees gain practical experience with real client scenarios while receiving structured training, mentorship, and licensing support. This role offers ongoing professional development, a clear path for performance‑based advancement, and long‑term career growth within CrossCountry Mortgage. What Sets Our Cleveland HQ Loan Officer Training Program Apart: Paid training and support from day one, including licensing preparation, systems training, and ongoing guidance. Mentorship and direct access to experienced loan officers, processors, and underwriters. Clear advancement pathways to roles such as Sales Team Lead, Manager, or Branch Manager. Cleveland HQ Advantage: work at CrossCountry Mortgage Corporate Headquarters with access to leadership, top producers, and extensive training resources.

Requirements

  • Experience generating or handling leads.
  • Excellent communication skills.
  • Skilled in managing multiple tasks and responsibilities.
  • Skilled in setting and pursuing measurable performance goals to achieve targets.
  • Skilled in building and maintaining professional relationships through active listening, clear communication, and timely follow‑up.
  • Proficient in Microsoft Office Suite (Word and Outlook).

Nice To Haves

  • Call center experience, preferred.
  • Knowledge of lead management systems.

Responsibilities

  • Handle inbound/outbound leads.
  • Unlimited leads after becoming a licensed Loan Officer.
  • Train and study to become a licensed Loan Officer.
  • Collaborate with customers, customer service representatives, loan officers, underwriting, and processors.
  • Take applications, pull credit, and learn CrossCountry Mortgage's loan origination system (Encompass).
  • Develop client retention strategies and follow-up procedures.
  • Act as a brand ambassador for CrossCountry Mortgage by promoting the company as a preferred lender.
  • Learn and utilize various in-house systems and tools.

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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