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CrossCountry Mortgage
LC11647 - 104 W Third St., Mishawaka, IN
Source: CrossCountry Mortgage careers · View original posting
From CrossCountry Mortgage's posting. “We” and “our” refer to the employer.
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
The Loan Partner is responsible for managing all incoming leads, supporting the Loan Officer through the pre‑approval process, maintaining accurate lead tracking, and delivering a high‑touch client experience from first contact through contract. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast‑paced mortgage environment.
Answer and schedule incoming calls; notify agents of new leads immediately and return lead calls within 20–30 minutes.
Take high‑level applications when possible and confirm all appointments one day prior.
Provide borrowers with documentation lists, application links, and initial guidance.
Review income, assets, and credit at a high level and issue accurate Pre‑Approval Letters (with permission).
Create Mortgage Coach TCAs, schedule appointments, and document all notes in the calendar and Conversation Log.
Update referring agents on appointment details, deal viability, pricing, financing type, and seller‑paid needs.
Add all leads and referral sources to the LO’s honor call list for same‑day outreach.
Enter all leads into the Lead Tracker and maintain consistent follow‑up until an appointment is set.
Support Wednesday follow‑ups after pre‑approval and update referral partners after each contact attempt.
Keep Lead Tracker fully updated with accurate statuses and coordinate tasks with Team LP1s.
Review Lead Tracker activity in team meetings and maintain an 80%+ lead‑to‑application conversion rate.
Schedule client meetings, collect documentation, and manage borrower expectations through contract.
Create open house flyers, listing sheets, and assist with Total Expert marketing materials. Support team and office events with preparation and coordination.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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