Pre-Approval Manager

CrossCountry Mortgage • Flower Mound, TX

4d

About The Position

The Lead Intake/Preapproval Manager oversees the CCM branch’s mortgage pipeline and manages all intake activities at the front end of the process. This role serves as the first point of contact for new leads and delivers professional, client‑focused service. The Lead Intake/Preapproval Manager ensures that all incoming files are accurate, complete, and organized for efficient processing.

Requirements

• NMLS license, preferred; if not licensed, must obtain license within 90 days of hire.
• Experience in mortgage intake, Loan Officer Assistant responsibilities, or loan processing.
• Comfortable with CRM and loan origination systems (Jungo and Encompass, preferred).
• Skilled in staying highly organized while managing multiple leads simultaneously, tracking follow‑ups, and preparing submission‑ready files.
• Skilled in maintaining attention to detail to ensure accuracy.
• Skilled in working effectively in a deadline driven environment.
• Excellent communication skills.

Responsibilities

• Respond to new leads within one hour to ensure timely engagement and maximize conversion opportunities.
• Review incoming applications the same day or by the following morning.
• Build complete loan applications, ensuring a full 24‑month employment, income, and residency history is accurately documented and verified.
• Send initial document requests immediately upon lead engagement.
• Complete at least five borrower outreach touches within the first week of lead assignment.
• Update Jungo CRM and the Impact Tracker consistently and accurately to maintain complete visibility into lead status, borrower progress, and pipeline activity.
• Work older and non‑converted leads on a daily cadence to re‑reengage prospects, identify new opportunities, and improve overall conversion rates.
• Respond to inquiries received through the team phone line and inbound text messages.
• Submit clean, fully documented files using the standardized intake handoff template.
• Complete a checklist for every file to identify potential qualification issues early and ensure only viable applications move forward.
• Review applications and supporting documents for accuracy, eligibility, and completeness, performing necessary follow‑ups to ensure files meet requirements.
• Host pre‑approval meetings via Teams or Zoom and maintain regular follow‑ups with clients and PB&J agents on a weekly, biweekly, or monthly schedule.
• Prepare submission‑ready files by completing the LP1 Checklist and CCI Form and verifying all documentation prior to processing.
• Send a daily end-of-day checkout summarizing file status, outstanding items, and next steps for all active files.
• Maintain high standards of file accuracy, completeness, and organization throughout the intake and handoff process.

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: Manager
• Education Level: No Education Listed