Mortgage Loan Mentee

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, and a 401(k). We also provide company‑provided short‑term disability, an employee assistance program, and a wellness program.

The Mortgage Loan Mentee is a training position that teaches the business of home loans from a top‑producing Loan Officer and team. This role involves direct communication with clients, realtors, builders, and business partners, and offers extensive training.

• Follow up on new loan leads within three hours per “Pre‑qual Lead Sheet” instructions.
• Set, manage, and confirm all appointments for clients to meet with Loan Officer and/or Loan Partner II; communicate preparation requirements for the meeting.
• Ensure follow‑up attempts are made until an appointment is set for leads added to the lead tracker.
• Update referral partners on the status of leads received.
• Maintain a 40% or higher conversion rate from lead to appointment.
• Collect applications and manage documentation.
• Attend work‑sponsored events and obtain a minimum of 8 referral sources to come to each monthly event.
• Attend and actively participate in daily team meetings, Monday loan reviews, and sales meetings.
• Cold‑call new contacts and leads; obtain referrals from current clients.
• Enter detailed comments on conversations regarding files into Encompass to provide documentation.
• Obtain NMLS license within 360 days.
• Perform additional responsibilities as assigned.

• High school diploma or equivalent.
• Experience in a customer service and/or cold‑calling environment.
• Experience with Microsoft Office Suite.
• Excellent communication skills.
• Excellent time management and prioritization skills.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

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, 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

Access.org.