Loan Partner

5 days ago


Flower Mound, Texas, United States CrossCountry Mortgage, LLC Full time

Job Title: Loan Partner

Job Summary:

We are seeking a highly organized and detail-oriented Loan Partner to join our team at CrossCountry Mortgage, LLC. As a Loan Partner, you will be responsible for overseeing the lead intake and management process, ensuring timely and accurate communication with clients, realtors, builders, and business partners.

Key Responsibilities:

  • Manage lead intake and follow-up with pre-qualified borrowers
  • Execute team checklist for touchpoints and maintain a 40% or higher conversion rate from lead to appointment
  • Confirm appointments and ensure all necessary documentation is collected
  • Update referral partners on status of leads received
  • Assume additional responsibilities to help the team grow and succeed

Requirements:

  • High school diploma or equivalent
  • 1+ year of recent experience in the mortgage industry (recent being in the last 12-18 months)
  • Excellent verbal and written communication skills
  • Proficient in Word, Excel, and Outlook applications
  • Positive attitude and ability to work independently with minimal supervision

Work Environment:

This is an in-office position, and the successful candidate will be required to work 40 hours per week in a standard office environment.

Physical Demands:

The position requires occasional lifting of up to 20 pounds and regular sitting at a desk using a computer, phone, fax, and copy machine.


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