Loan Partner

CrossCountry Mortgage•Lakewood, CO

5d•Onsite

About The Position

The Loan Partner I serves as the first point of contact for Team Tolnay, creating a positive first impression for clients and referral partners. This role is responsible for converting new opportunities into qualified buyers through timely follow-up, proactive communication, and a high level of service. The Loan Partner I ensures every lead moves efficiently through the pipeline with accuracy, responsiveness, and attention to detail.

Requirements

High School Diploma or equivalent.
1+ years of experience in mortgage lending, banking, financial services, sales support, customer service, or a related field.
Proficiency with DU, LP, Microsoft Outlook, and Microsoft Windows.

Nice To Haves

Experience with Encompass, preferred.
Experience with RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents, preferred.
Excellent math and analytical skills.
Excellent communication and collaboration skills.
Excellent organizational and time management skills.

Responsibilities

Respond to every purchase lead within 1 hour and every refinance lead by end of business day.
Build rapport and gather a comprehensive understanding of each client's needs using discovery questions.
Complete Jungo/CRM intake with detailed notes and next steps.
Obtain and review credit information, verify income, and collect all required documentation.
Review documentation for accuracy and consistency before handoff.
Build and maintain the loan file in Encompass.
Prepare complete loan files for the Pre-Approval Manager and Processing.
Manage rate locks, milestone dates, closing dates, and pipeline accuracy.
Identify and address issues in a timely manner to minimize impact on clients.
Provide consultative mortgage guidance by assessing client needs and recommending appropriate lending solutions.
Gather and assess client goals and needs before discussing available financing options.
Clearly communicate the mortgage process, requirements, and timelines to clients.
Provide proactive updates to clients and referral partners, including outreach to referral partners following significant client interactions.
Prepare the Branch Manager for Homebuyer Consultations and Loan Strategy Meetings.
Follow up with clients throughout the processing phase as needed.
Foster positive client and referral partner relationships through professional follow-up, appreciation, and efforts to support client satisfaction and business development.
Maintain CRM with complete notes, tasks, and follow-up dates.
Respond to incoming calls and emails in a professional, timely, and courteous manner, ensuring communications are addressed by the end of each workday.
Manage the Branch Manager’s calendar, appointments, team inbox, and priorities.
Contact pre-approved homebuyers weekly until they are under contract.
Call the top 10 referral partners weekly to strengthen relationships.
Monitor servicing and refinance opportunities.
Maintain marketing assets including webinar updates, presentations, and contact lists.
Support team reporting, lead tracking, and KPI reviews.