Loan Partner

CrossCountry Mortgage • Woodbury, MN

3d

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. Position Overview: The Loan Partner I is responsible for responding to new leads, scheduling and confirming borrower appointments, maintaining a lead tracker, and managing client expectations throughout the pre-contract process. This role works to convert incoming leads into scheduled appointments.

Requirements

• High School Diploma or equivalent.
• 3+ years of mortgage experience.
• Excellent customer service and communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).

Nice To Haves

• Knowledge of all mortgage and consumer lending regulations and loan documents, preferred.

Responsibilities

• Respond to new leads within established time limits, including making initial outreach calls within 20–30 minutes of receipt.
• Add all leads to the lead tracker and maintain consistent follow up until an appointment is scheduled, with a minimum of ten contact attempts per lead.
• Update the referral source after each contact attempt or successful connection and keep the lead tracker current.
• Maintain a 40% or higher conversion rate from lead to appointment.
• Confirm scheduled appointments with borrowers the day before and provide a verbal overview of required items and directions.
• Send appointment confirmation emails to the agent, borrower, and team leader.
• Prepare intake materials, including printing the credit report and placing it in the appointment folder.
• Bring two copies of the lead tracker to each team meeting.
• Schedule client meetings for loan officers.
• Collect and organize required documentation, ensure application materials are complete, and maintain accurate records throughout the process.
• Manage client expectations throughout the loan process until the client is under contract.
• Order appraisals and initiate required disclosures in accordance with regulatory guidelines.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees