Loan Partner

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.

Position Overview:
The Loan Partner I (Loan Officer Assistant) is responsible for managing the loan officers’ schedules and assists the Loan Partner II (Loan Processor).  The Loan Partner I (Loan Officer Assistant) also manages the branch lead tracker, branch database, and maintains business rapport.

This position operates within the Eastern and Central working hours to support the Midwest Region.

Job Responsibilities:

• Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.

• Take all incoming calls.

• Assist Loan Partner II (Loan Processor) with clerical tasks, such as copying and faxing documents.

• Schedule regular weekly face-to-face meetings based on branch metrics and operations.

• Meet branch objectives specific to pre-qualifications and pre-approvals.

• Attend branch events to assist Loan Officer in building clientele.

• Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.

• Available to work varying hours and overtime if needed.

Qualifications and Skills:

• High School Diploma or equivalent.

• Minimum 3 years’ residential mortgage processing experience.

• Encompass experience, required.

• Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.

• Excellent math and analytical skills.

• Excellent communication skills.

• Excellent prioritization and time management skills.

• Proficient in DU, LP, Microsoft Outlook & Windows.

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. 

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