Client Relations Specialist

THIS POSITION IS NOT REMOTE THIS IS IN OUR MERIDIAN, E

Client Relations Specialist role serves as the vital connection between incoming leads and Loan Officers, ensuring every client experiences a seamless transition and exceptional service from first contact to application. This role combines relationship management with loan coordination — following up with new inquiries, scheduling consultations, and preparing clients for the next stage in their home financing journey. The Client Relations Coordinator communicates with warmth, precision, and professionalism, embodying our commitment to making every mortgage feel like a win.

This position supports our Veteran's Lending Group team a dba of Cross Country Mortgage.

• Take inbound leads via corporate phone system.
• Gather basic customer information and identify customer needs.
• Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system.
• Utilize corporate training methods and tactics in converting potential prospects to CCM customers.
• Schedule initial appointments as well as maintaining database to ensure customer service expectations are met.
• Appropriately classify and distinguish each lead contacted.
• Manage high volume of incoming phone calls.
• Apply training to live interactions with CCM clients both internally and externally.

• High School Diploma or equivalent.
• 1+ years of experience as a telemarketer or similar sales/customer service role.
• Experience supporting military veterans or active‑duty service members, preferred.
• Excellent communication and customer service skills.
• Excellent prioritization and time management skills.
• Proficient in Microsoft Office Suite (i.e., Word, Excel, PowerPoint and Outlook).
• Veterans are strongly encouraged to apply.

Cross Country Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”).

The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self‑expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

Cross Country Mortgage, LLC (NMLS
3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.

NMLSConsumer

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