Mortgage Lead Specialist

Position Overview

The Mortgage Lead Specialist is responsible for contacting incoming leads, gathering basic borrower information, and connecting qualified clients with a Loan Officer. This role focuses on phone-based communication and a customer‑focused approach with opportunities for professional growth within the mortgage industry.

• Contact inbound and outbound leads by phone in a timely and professional manner.
• Gather basic borrower information and identify borrower needs.
• Connect qualified prospects with a Loan Officer and schedule appointments.
• Maintain follow‑up tasks and document lead status, call outcomes, and next steps in the CRM.
• Manage a high volume of calls while maintaining strong customer service standards.
• Support the loan team by helping move leads through early stages of the process.
• Follow company procedures, communication standards, and compliance requirements.
• Participate in training and development with the goal of obtaining a mortgage license.

• High school diploma or equivalent.
• 1+ year of experience in customer service, sales, telemarketing, or lead conversion (preferred).
• Experience working with veterans and active‑duty service members (preferred).
• Comfortable asking questions, gathering information, and handling objections.
• Excellent customer service, communication, and phone skills.
• Highly detail‑oriented, organized, with strong follow‑up skills.
• Basic proficiency in Microsoft Office and CRM systems.
• Willingness to obtain a mortgage license.
• Knowledge that VA loans require a valid Certificate of Eligibility.
• Will not be authorized to process loans for properties located in New York.

• Competitive compensation plan.
• Medical, dental, vision coverage.
• 401(k) plan.
• Short‑term disability.
• Employee assistance program.
• Wellness program.

Cross Country Mortgage, LLC 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, related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status, 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).