Client Coordinator

CrossCountry Mortgage, LLC; Walnut Creek (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

Job summary

CrossCountry Mortgage, LLC is seeking a Client Coordinator in Walnut Creek, CA. You will own the client journey from initial contact through pre-approval, ensuring timely communication and clear processes.

You’ll manage intake, documentation, and early-stage workflows to move opportunities toward complete applications. The role emphasizes non-advisory updates, cross-functional coordination, and accurate CRM activity.

Qualifications

• Experience in sales support or customer service preferred.
• Familiarity with the mortgage process and required documentation preferred.
• Strong phone communication with clients and Realtors.
• Ability to manage time-sensitive tasks and multiple files with accuracy.
• Ability to work in dynamic environments with accountability.

Responsibilities

• Serve as the first point of contact for inbound purchase and refinance leads.
• Prioritize timely follow-up to ensure prompt engagement and complete documentation.
• Manage inbound communication across phone, text, email, and CRM queues.
• Conduct intake calls to assess borrower goals, timing, and readiness.
• Capture intake information aligned with borrower objectives and Realtor expectations.
• Assist clients in initiating and completing the loan application under supervision.
• Communicate mortgage process and next steps clearly without giving advisory opinions.
• Collect and organize all required borrower documentation.
• Follow up on outstanding documentation until the file is complete.
• Maintain real-time CRM notes and status updates.
• Drive lead conversion through disciplined follow-up and intake standards.
• Prepare fully documented files for handoff to Pre-Approval Specialist.
• Coordinate scheduling and logistics for pre-approval review.
• Provide clear updates to clients during pre-approval and home-search stages.
• Maintain productive relationships with Loan Officer and Account Executive.

Skills

Sales support

Customer service

Mortgage process

Effective communication

Time management

Organization

Ownership of outcomes

Education

High School Diploma or equivalent

Job description

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 Client Coordinator owns the client journey from initial contact through pre‑approval, ensuring timely communication, process clarity, and consistent execution during the most critical stages of the mortgage process. This role is responsible for progressing inbound opportunities into complete and decision‑ready applications by maintaining accurate documentation, tracking activity within the CRM, and coordinating early‑stage communication with clients and referral partners. The Client Coordinator serves as the primary point of coordination for lead intake, documentation quality, and early‑process workflow management.

Job Responsibilities

• Serve as the first point of contact for inbound purchase and refinance leads.
• Prioritize timely follow‑up to ensure prompt engagement, application progression, and completion of required documentation.
• Manage inbound communication across phone, text, email, and CRM queues.
• Conduct structured intake calls to assess borrower goals, timing, readiness, and next steps.
• Capture comprehensive intake information aligned with borrower objectives and Realtor expectations.
• Assist clients in initiating and completing the loan application under Loan Officer supervision, ensuring accuracy and completeness.
• Communicate the mortgage process, expectations, and upcoming steps in a clear and accurate manner without providing advisory opinions.
• Collect, review, and organize all required borrower documentation.
• Proactively follow up on outstanding documentation until the file is complete.
• Maintain accurate, real‑time CRM notes and status updates.
• Drive lead conversion through disciplined follow‑up and intake standards.
• Prepare fully documented, organized, decision‑ready files for handoff to the Pre‑Approval Specialist.
• Coordinate scheduling and internal logistics for pre‑approval review.
• Provide clear and non‑advisory updates to clients during the pre‑approval and home‑search stages.
• Communicate readiness and timeline updates to Realtors as appropriate.
• Maintain an effective working relationship with the Loan Officer and Account Executive.

Qualifications And Skills

• High School Diploma or equivalent.
• Experience in sales support or customer service, preferred.
• Familiarity with the mortgage process and required documentation, preferred.
• Skilled in communicating effectively by phone with clients and Realtors.
• Skilled in managing time‑sensitive tasks, multiple active files, and competing priorities while maintaining accuracy and attention to detail.
• Skilled in working effectively in dynamic environments with established standards and accountability.
• Skilled in taking ownership of outcomes as well as tasks.
• Excellent organizational and time management skills.
• Excellent communication skills.

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.

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents:

Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports 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 (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self‑expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) 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 www.NMLSConsumerAccess.org.