Mortgage Loan Partner: Client Concierge & Operations

CrossCountry Mortgage, LLC; Flower Mound (TX); Hybrid; USD 23,000 - 30,000; Full time

Job summary

CrossCountry Mortgage, LLC in Flower Mound, TX seeks a detail-oriented Loan Partner to support mortgage operations and act as the first point of contact for clients. You will assist with loan applications, documentation, and inquiries while maintaining accurate records and coordinating appointments.

The ideal candidate is tech-savvy, has excellent verbal and written communication, and can multitask in a fast-paced environment.

Qualifications

• Proficiency in Microsoft Office and adaptability to new technology.
• Strong communication and interpersonal skills.
• Able to work 40 hours per week 8am–5pm.
• Ability to handle sensitive information with discretion.
• Dependable, self-motivated, and able to work with minimal supervision.
• Knowledge of major social media platforms is a plus.

Responsibilities

• Keep the Loan Officer and team on track with calls and schedule.
• Confirm all appointments the day before and the day of the appointment.
• Top priority is to make the team leader look good and keep her calendar organized and efficient.
• Manage gifting program for agents, past clients, and prospects.
• Schedule, plan, and execute monthly Happy Hours, Open Houses, and other team & promotional events.
• Assist with general office tasks, such as data entry, reporting, and correspondence.
• Coordinate appointments, follow up on pending documentation, and track application statuses.
• Set, manage, and confirm all appointments for clients to meet with Loan Officer and/or LP II for loan applications: communicate required documents.
• Follow up with pre-qualified borrowers, executing team checklist for touchpoints.
• Update referral partners on status of leads received.
• Maintain accurate records and update client information in the loan processing system.
• Help finish loan applications for team lead and keep Lead Tracker up to date.
• Manage documentation and collect applications.
• Convert up to 80 leads per month with a 70% conversion rate to application.
• All leads added to lead tracker; ensure follow-up attempts until appointment is set.
• Print list daily for team leader to complete theme day calls and assist with prospecting follow-up.
• 30-60-90 day calls for all closed loans.
• Mailers (monthly updating database with newsletter information, letters of the heart, and evidence of success).
• Manage social media correspondence to grow digital presence.
• Set and fill events/manage RSVPs as required.

Skills

Microsoft Office

Adaptability to new technology

Strong communication

Interpersonal skills

Fast-paced environment

Discretion with sensitive information

Dependable

Self-motivated

Social media knowledge

Job description

CrossCountry Mortgage, LLC in Flower Mound, TX seeks a detail-oriented Loan Partner to support mortgage operations and act as the first point of contact for clients. You will assist with loan applications, documentation, and inquiries while maintaining accurate records and coordinating appointments.

The ideal candidate is tech-savvy, has excellent verbal and written communication, and can multitask in a fast-paced environment.