Mortgage Client Onboarding & Intake Specialist

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, 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.