Loan Partner (East Coast)

CrossCountry Mortgage, LLC; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Loan Partner for the East Coast region. You will be the initial point of contact for clients and referral partners, converting opportunities through proactive follow-up, accurate documentation, and consultative mortgage guidance.

The role emphasizes timely responses, CRM discipline, and collaboration with Branch Managers to ensure smooth processing and successful homebuy experiences.

Qualifications

• High School Diploma or equivalent.
• 1+ years of experience in mortgage lending, banking, financial services, sales support, customer service, or related field.
• Experience with Encompass preferred.
• Experience with RESPA and general knowledge of mortgage regulations preferred.

Responsibilities

• Respond to every purchase lead within 1 hour and every refinance lead by end of business day.
• Build rapport and understand client needs using discovery questions.
• Obtain and review credit information, verify income, and collect documentation.
• Build and maintain the loan file in Encompass and prepare complete loan files for Processing.
• Manage rate locks, milestone dates, closing dates, and pipeline accuracy.
• Provide consultative mortgage guidance and communicate process, requirements, and timelines to clients.
• Foster relationships with clients and referral partners through proactive follow-up and professional communication.

Skills

Communication

Time management

Analytical skills

Organizational skills

Education

High School Diploma or equivalent

Tools

Encompass

DU

LP

Microsoft Outlook

Microsoft Windows

Job description

Loan Partner (East Coast)# Careers## Loan Partner (East Coast)Apply: Remote: Remote USA: Full time: Posted Today: JR03841CrossCountry 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 serves as the first point of contact, creating a positive first impression for clients and referral partners. This role is responsible for converting new opportunities into qualified buyers through timely follow-up, proactive communication, and a high level of service. The Loan Partner ensures every lead moves efficiently through the pipeline with accuracy, responsiveness, and attention to detail. **This position primarily operates within Eastern and Central Time zone working hours to support the East Coast region.****Job Responsibilities:*** Respond to every purchase lead within 1 hour and every refinance lead by end of business day.* Build rapport and gather a comprehensive understanding of each client's needs using discovery questions.* Complete Jungo/CRM intake with detailed notes and next steps.* Obtain and review credit information, verify income, and collect all required documentation.* Review documentation for accuracy and consistency before handoff.* Build and maintain the loan file in Encompass.* Prepare complete loan files for Processing.* Manage rate locks, milestone dates, closing dates, and pipeline accuracy.* Identify and address issues in a timely manner to minimize impact on clients.* Provide consultative mortgage guidance by assessing client needs and recommending appropriate lending solutions.* Gather and assess client goals and needs before discussing available financing options.* Clearly communicate the mortgage process, requirements, and timelines to clients.* Provide proactive updates to clients and referral partners, including outreach to referral partners following significant client interactions.* Prepare the Branch Manager for Homebuyer Consultations and Loan Strategy Meetings.* Follow up with clients throughout the processing phase as needed.* Foster positive client and referral partner relationships through professional follow-up, appreciation, and efforts to support client satisfaction and business development.* Maintain CRM with complete notes, tasks, and follow-up dates.* Respond to incoming calls and emails in a professional, timely, and courteous manner, ensuring communications are addressed by the end of each workday.* Manage the Branch Manager’s calendar, appointments, team inbox, and priorities.* Contact pre-approved homebuyers weekly until they are under contract.* Call the top 10 referral partners weekly to strengthen relationships.* Monitor servicing and refinance opportunities.* Maintain marketing assets including webinar updates, presentations, and contact lists.* Support team reporting, lead tracking, and KPI reviews.* undefined. **Qualifications and Skills:*** High School Diploma or equivalent.* 1+ years of experience in mortgage lending, banking, financial services, sales support, customer service, or a related field.* Experience with Encompass, preferred.* Experience with RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents, preferred.* Excellent math and analytical skills.* Excellent communication and collaboration skills.* Excellent organizational and time management skills.* Proficiency with DU, LP, Microsoft Outlook, and Microsoft 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****.**