Investor Relations Analyst

crosscountrymortgage; Cleveland (OH); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Short-term disability

Wellness program

Employee assistance program

Job summary

CrossCountry Mortgage, LLC is seeking an Investor Relations Analyst to support the Product Team by managing new investor applications, renewals, and ongoing relationship coordination. This role serves as a primary contact for investor questions and helps identify ways to keep investors competitive.

Responsibilities include vetting and presenting opportunities to senior management, maintaining investor guidelines, and ensuring accurate product-related materials align with business needs.

Qualifications

• Bachelor's degree preferred; 3+ years in mortgage banking valued.
• Strong understanding of mortgage lending process and departments.
• Excellent organizational and interpersonal communication skills.

Responsibilities

• Process new investor applications: gather docs, track status, ensure requirements.
• Manage annual investor renewals: coordinate responses, maintain timely communication.
• Serve as contact for investor partners: handle escalations and information requests.
• Identify opportunities to make investors more competitive: pricing, guidelines, or process improvements.
• Compare prospective investors on product coverage, pricing, execution, service levels, fit.
• Prepare investor vetting docs for VP of Product Development to present to senior management.
• Maintain knowledge of mortgage product offerings and align materials with investor guidelines.

Skills

Investor relations

Mortgage banking

Communication

Education

High School Diploma

Bachelor's degree preferred

Tools

Comergence

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 Investor Relations Analyst is responsible for supporting the Product Team by managing new investor applications, annual investor renewals, and ongoing investor relationship coordination. This role serves as a general point of contact for investor-related questions and escalations, identifies ways investors can be more competitive, and supports the vetting and presentation of new investor opportunities to senior management.

Job Responsibilities

• Complete all new investor applications, including gathering required documentation, tracking submission status, and ensuring application requirements are met.
• Manage annual investor renewal requirements, including completing renewal packages, coordinating internal responses, and maintaining timely communication with investors.
• Serve as a general point of contact for investor partners, assisting with escalations, information requests, and ongoing relationship support.
• Identify opportunities for investors to become more competitive, including enhancements to product guidelines, pricing, or process flow that may benefit the organization.
• Compare prospective investors based on product coverage, pricing, execution, service levels, and strategic fit.
• Prepare investor vetting documentation and research for the VP of Product Development to present to senior management.
• Maintain broad working knowledge of the organization's mortgage product offerings and support the review, analysis, and ongoing maintenance of product-related materials to ensure accuracy, consistency, and alignment with current investor guidelines and business requirements.

Qualifications and Skills

• High School Diploma required. Bachelor's Degree preferred.
• A minimum of 3 years' experience in the mortgage banking industry preferred.
• Solid understanding of the mortgage lending process and the role various departments play throughout the loan lifecycle.
• Working knowledge of Comergence or other investor application and renewal systems preferred.
• Excellent organizational skills with the ability to manage documentation, deadlines, and multiple investor requests simultaneously.
• Excellent interpersonal skills, including effective verbal and written communication with internal teams and external investor partners.

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 offers MORE than a job, we offer a career.

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 experienc