Loan Partner

Cross Country 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.

The Loan Partner I is a training position to learn the business of home loans from a top producing Loan Officer and team. This role is in direct communication with clients, realtors, builders, and business partners and provides 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 meet with Loan Officer and/or Loan Partner II for loan applications; communicate preparation requirements for meeting.
• Ensure follow up attempts made until appointment is set on leads added to the lead tracker.
• Update referral partners on 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 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.
• 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.

California residents:
Please see Cross Country’s privacy statement for information about how Cross Country collects and uses personal information about California applicants.

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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