Marketing Administrative Assistant

CrossCountry Mortgage, LLC; San Antonio (TX); On-site; USD 24,796 - 30,307; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a detail-oriented Loan Partner to support our mortgage operations on-site. This role serves as the first contact for clients, Realtors, Builders, and business partners, requiring strong organization, multitasking, and discretion.

The ideal candidate will have mortgage experience preferred but not required; all training is provided hands-on. Working hours are 8 AM-5 PM, Monday-Friday, with opportunities for team events and collaboration.

Qualifications

• Detail-oriented and customer-focused.
• Strong organizational skills and ability to multitask.
• Mortgage experience preferred but not required.
• All necessary training provided hands-on.

Responsibilities

• Keep Loan Officer and team on track with calls and schedule.
• Confirm all appointments the day before and the day of the appointment.
• Top priority is to make the team leader look good and keep calendar organized.
• Manage gifting program for Agents, past Clients, and Prospects.
• Schedule, plan, and execute monthly Happy Hours and team events.
• Assist with data entry, reporting, and correspondence.
• Coordinate appointments, follow up on pending documentation, and track applications.
• Set and confirm all appointments for Clients to meet with Loan Officer/LP II; share needed items.
• Follow up with pre-qualified borrowers and leads; update referrals.
• Update referral partners on status of leads.

Skills

Customer-focused

Organizational skills

Multitasking

Attention to detail

Training provided

Microsoft Office

Tools

Microsoft Office

Job description

Compensation: $18-$22/hr(based oncost of living and results)

FLSA Status: Hourly Non-Exempt

This is an ON-SITE full-time role. The working schedule is 8 AM-5 PM Monday-Friday.

Job Description:

We areseekinga detail-oriented and customer-focusedLoan Partnerto support our mortgage operations. This role serves as the first point of contact forClients,Realtors,Builders, andBusinessPartners.The ideal candidate will have strong organizational skills, the ability to multitask, and a keen eye for detail.Previousmortgage experience is preferred but notrequired.All necessary training will beprovided hands-on.

Key Responsibilities:

Team Accountability Assistance

• Keep Loan Officer and team on track with calls and schedule
• Confirm all appointments the day before and the day of the appointment.
• Toppriority is to make the team leader look good and keephercalendar organized and efficient.
• Manage gifting program forAgents, pastClients, andProspects
• Schedule, plan, and execute monthly Happy Hours and other various team events
• Assistwith general office tasks, such as data entry, reporting, and correspondence
• Coordinate appointments, follow up on pending documentation, and track application statuses
• Set, manage, and confirm all appointments for Clients to meet with the Loan Officer and/or LP II for loan applications; communicate what items to bring to the appointment,etc.
• Follow up with pre-qualified borrowers, executing team checklist for touchpoints
• Update referral partners on status of leads received

Manage Database

• Maintainaccuraterecords and update client information in the loan processing system
• Help finish loan applications for teamleadand accurately keep up with the Lead Tracker
• Manage documentation and collectapplication
• Convert up to80leads per month with a70% conversion rate to application.
• All leads added to lead tracker; ensure follow-up attempts are made until appointment is set
• Print list daily for teamleaderto complete theme daycalls andassistwith prospecting follow-up.
• 30-60-90 daycalls for all closed loans.
• Mailers (monthly updating database with newsletter information, letters of the heart, and evidence of success.
• Manage social media correspondence to grow digital presence
• Set andfillevents/manage RSVPs asrequired.

Qualifications:

• Mustbe able to work40 hoursper week between the hours of8:00 a.m. and5:00 p.m.(rotating evening and weekends whenrequired)
• Proficiencyin Microsoft Office and adaptability tonew technology
• Strong communicationand interpersonal skills
• Ability to work efficiently in a fast-paced environment and handle sensitive information with discretion
• Must be dependable, self-motivated, and require minimal supervision
• Knowledge of major social media platforms preferred

Physical Demands:

While performing the duties of this job, a person is regularly sitting in a normal office environment at adesk using a computer, phone,fax,and copy machine.This person may occasionally need tolift upto20 pounds.

Standard office environment

This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.

I have read,understand,and agree to the requirements and responsibilities of this position.