Investor Relations Analyst

Crosscountry-Mortgage,-LL; Cleveland (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking an Investor Relations Analyst to support the Product Team by managing new investor applications, annual renewals, and ongoing investor relationship coordination. You will be the primary contact for investor questions and escalations, identify opportunities to improve competitiveness, and assist in vetting new investor opportunities for senior leadership.

The role requires attention to documentation, deadlines, and strong communication with internal teams and

Qualifications

• Minimum 3 years in mortgage banking preferred.
• Experience with investor applications and renewals.
• Strong organizational and communication skills.

Responsibilities

• Process new investor applications: gather docs, track status, ensure requirements are met.
• Manage annual investor renewals: assemble packages, coordinate responses, maintain communication.
• Serve as main contact for investor partners and handle escalations and requests.
• Research and vet investors for senior management review.
• Maintain knowledge of product offerings and align investor guidelines with business needs.

Skills

Mortgage banking experience

Organizational skills

Written communication

Verbal communication

Investor applications (Comergence)

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. Apply now to begin your path to success! careersatccm.comCrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.comCalifornia 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.