Loan Partner - Onsite

Company: CrossCountry Mortgage, LLC
Location: Flower Mound
Posted on: May 26, 2023

Job Description:

CrossCountry Mortgage (CCM) is a top-10 retail mortgage lender with more than 8,000 employees operating 600+ branches across all 50 states. We have been recognized eight times on Inc. 5000's Fastest-Growing Private Companies in America and have received countless awards for our standout culture. Through our dedication to getting it done, we make every mortgage feel like a win.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 with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.Position Overview:The ideal candidate has the desire and skillset to handle 90% of client interaction and knows how to work a high service, high conversion business. We do not buy leads. They should be able to keep the existing relationships strong and have the ability to follow through on promises we make to clients and partners. They should understand the business, convey confidence, work fast and create trust.Job Responsibilities:1) Takes and Schedules Incoming Calls

• Call leads back within 15-20 minutes.
• Take application over the phone with LP Notes to send to agent and team leader.
• Call to confirm all appointments on schedule the day before.
• Give borrower a verbal list of what to bring and directions and have them write it down.
• Email confirmation of appointment (list of what to bring, directions, testimonial) to agent, borrower, and team leader. (put "From team leader name in the Re: section of the e-mail)2)Manages the Lead Tracker:
  • All leads added to lead tracker, ensure follow up attempts made until appointment is set. (call at least 10x)
  • Update the referral source every time you attempt/make contact with a lead (very important to build trust), massive communication.
  • Bring two copies of lead tracker to each team meeting.
  • Maintain a 40% or higher conversion rate from lead to appointment.3)Manages Leads Until Under Contract
    • Manage documentation.
    • Pre-approve client and email a summary to agent, client and team leader.
    • Schedule client meeting for team leader.
    • Manage client expectations until under contract.Qualificationsand Skills:
      • NMLS License Required
      • Minimum 3 years' current mortgage experience
      • Be committed to Growth
      • Have urgency and attention to details
      • Be resourceful and a problem solver
      • Be a good team player
      • Be committed to putting the client's needs first
      • Have high integrityThis 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.CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, color, orientation, gender, age, national origin, veteran status, disability status or marital status. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. 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.

Keywords: CrossCountry Mortgage, LLC, Flower Mound , Loan Partner - Onsite, Other , Flower Mound, Texas