Loan Partner II

CrossCountry Mortgage, LLC; Brasil; Teletrabalho; BRL 200.000 - 250.000; Tempo integral

Resumo da oferta

A leading mortgage lender in Brazil is looking for a Loan Partner II to assist borrowers throughout the loan process. The ideal candidate should have experience in mortgage processing and excellent communication skills. Responsibilities include managing the loan pipeline, ensuring timely closings, and providing high-quality customer service. The position offers a pay range of $24.04-$26.44 per hour and eligibility for monthly bonuses.

Serviços

Competitive compensation plan

Robust benefits package including medical, dental, vision

401K

Employee assistance program

Wellness program

Qualificações

• 3+ years of experience in mortgage loan processing or origination.
• Experience with conventional fixed-rate and ARM, HELOC, and construction loans.
• Proficient in mortgage loan processing.

Responsabilidades

• Deliver high-quality customer service throughout the loan process.
• Stay current on loan products and regulatory requirements.
• Manage a pipeline of loans to ensure smooth and on-time closings.

Conhecimentos

Excellent communication

Collaboration

Customer service

Formação académica

High School Diploma or equivalent

State and Federal NMLS License

Ferramentas

Encompass

DU

LP

Microsoft Office

Windows

Descrição da oferta de emprego

CrossCountry 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. 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 II delivers exceptional customer service from contract to closing by guiding borrowers through each step of the loan process. This role oversees the end-to-end loan pipeline, including interest rate locks, to ensure timely and compliant closings. By providing consistent updates on key milestones, next steps, and action items, this role keeps borrowers and real estate partners well-informed. The Loan Partner II drives high customer satisfaction and fosters lasting client relationships through proactive communication and engagement.

Job Responsibilities:

• Deliver high-quality customer service throughout the loan process, from contract execution to closing.
• Contact the borrower within 24 hours of file receipt to introduce the role, set expectations, outline next steps, and review the Uniform Residential Loan Application (Form 1003) for completeness and accuracy.
• Send introductory emails to both the buyer’s and seller’s agents for new purchase contracts, copying the Loan Officer.
• Create and distribute personalized introductory and appreciation videos to enhance client engagement.
• Distribute, review, and explain (via phone call) the Closing Disclosures (CDs) to borrowers, addressing questions and correcting errors before sending the documents out for signature.
• Notify Realtors and builders to coordinate closing, providing client support as needed.
• Draft and distribute closing notifications to all parties, detailing the date, time, location, required documents, cash-to-close amounts, and remittance instructions.
• Notify the Marketing team of the closing date, time, and location to ensure on-site closing gift delivery.
• Maintain a minimum 95% five-star rating on post-closing client satisfaction surveys.
• Manage a pipeline of loans to ensure smooth and on-time closings; participate in daily and weekly pipeline review meetings to track loan status and address processing bottlenecks.
• Stay current on loan products and regulatory requirements to ensure accurate and compliant processing.
• Review loan files to identify and notate any items needed from the borrower within 24 hours prior to submission.
• Collaborate with the Operations Manager to troubleshoot and resolve processing challenges.
• Communicate underwriting conditions to borrowers within 48 hours of receipt, providing both verbal explanations and written condition lists.
• Perform a quality control review of final loan paperwork against established checklists and compliance standards.
• Submit loans to Underwriting at least 15 days before the scheduled closing.
• Deliver closing documents to Closing within 72 hours (3 business days) prior to the closing date.
• Distribute weekly lender status updates (LSUs) to Realtors, Loan Officers, and Operations Managers.
• Notify borrowers of key milestones such as appraisal completion, underwriting approval, and document delivery to the title company and provide weekly status updates through scheduled phone calls and follow-up emails, summarizing progress, soliciting feedback, and requesting referrals.
• Conduct post-closing follow-up via phone call and email to congratulate, thank, and gather feedback from the borrower.
• Generate at least one client referral per transaction through proactive relationship management and service excellence.

Qualifications and Skills:

• High School Diploma or equivalent.
• State and Federal NMLS License, preferred.
• 3+ years of experience in conventional fixed-rate and ARM, HELOC, and construction mortgage loan processing or origination.
• Experience with mortgage loan processing.
• Experience with Encompass.
• Excellent communication and collaboration skills.
• Proficiency in DU, LP, Microsoft Office, and 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.

Pay Range:

• Hourly Rate: $24.04-$26.44
• Eligible for monthly bonus incentive.
• The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

CrossCountry Mortgage, LLC is an equal opportunity employer. We support 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.