Loan Partner

CrossCountry Mortgage, LLC; Berkeley (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

CrossCountry Mortgage, LLC in Berkeley, CA seeks a Loan Partner I to support loan officers, manage schedules, and maintain branch databases. The role emphasizes organizing appointments, handling incoming calls, and assisting with pre-qualifications and pre-approvals.

You will help the Branch Manager meet metrics, attend branch events, and ensure timely documentation. A minimum 3 years of residential mortgage processing, Encompass experience, and strong math and communication skills are required.

Qualifications

• Minimum 3 years’ residential mortgage processing experience.
• Encompass experience is required.
• Knowledge of RESPA and mortgage regulations helpful.
• Strong math and analytical skills highly valued.
• Excellent communication and prioritization skills.

Responsibilities

• Schedule loan officer appointments, including new leads and branch events.
• Answer incoming calls and support clerical tasks for Loan Partner II.
• Maintain branch lead tracker and branch databases.
• Assist with pre-qualifications and pre-approvals to meet targets.
• Attend branch events to help build clientele and relationships.

Skills

Residential mortgage processing

Encompass

DU

LP

Microsoft Outlook

Time management

Communication skills

Education

High School Diploma or equivalent

Tools

Windows

Job description

Loan Partner# Careers## Loan PartnerApply: On-site: LC10251 - 2987 College Avenue, Berkeley, CA: Full time: Posted Yesterday: JR03852CrossCountry 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 Loan Partner I is responsible for managing the loan officers’ schedules and assists the Loan Partner II. The Loan Partner I also manages the branch lead tracker, branch database, and maintains business rapport. **Job Responsibilities:*** Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.* Take all incoming calls.* Assist Loan Partner II with clerical tasks, such as copying and faxing documents.* Schedule regular weekly face-to-face meetings based on branch metrics and operations.* Meet branch objectives specific to pre-qualifications and pre-approvals.* Attend branch events to assist Loan Officer in building clientele.* Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.* Available to work varying hours and overtime if needed.**Qualifications and Skills:*** High School Diploma or equivalent.* Minimum 3 years’ residential mortgage processing experience.* Encompass experience, required.* Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.* Excellent math and analytical skills.* Excellent communication skills.* Excellent prioritization and time management skills.* Proficient in DU, LP, Microsoft Outlook & 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. 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.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****.**