Mortgage Loan Partner: Pre-Approval & Client Experience

CrossCountry Mortgage, LLC

Mishawaka (IN)

On-site

USD 60,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Loan Partner to manage incoming leads, support loan officers through pre-approval, and deliver a high-touch client experience from first contact through contract. The role requires strong communication, attention to detail, and the ability to juggle multiple priorities in a fast-paced mortgage environment.

Responsibilities include scheduling, documentation guidance, high-level income/asset reviews, and maintaining Lead Tracker accuracy.

Qualifications

3+ years of residential mortgage experience involving borrower qualification and pre-approval review
Experience reviewing automated underwriting findings through DU and LPA
Experience with Encompass, preferred
Experience with Blend, mortgage CRM platforms, and Mortgage Coach or similar presentation software, preferred
Active NMLS license or commitment to obtain NMLS
Knowledge of conventional, FHA, and VA lending guidelines
Proficiency in calculating and evaluating income, assets, reserves, credit, liabilities, and debt-to-income ratios
Skilled in independently analyzing files and clearly explaining the reasoning behind the recommended loan structure with concise rationale
Excellent verbal and written communication skills
Excellent prioritization and time‑management skills
Skill in managing multiple active files, changing priorities, and time-sensitive offer requests without sacrificing accuracy
Demonstrated ownership, sound judgment, and willingness to elevate concerns early
Excellent attention to detail and pattern recognition skills to identify inconsistencies and trends
Skilled in exercising measured, sound judgment under pressure and communicating decisions clearly to internal partners, borrowers and Realtors by phone, email, and video

Responsibilities

Answer and schedule incoming calls; notify agents of new leads immediately and return lead calls within 20–30 minutes
Take high-level applications when possible and confirm all appointments one day prior
Provide borrowers with documentation lists, application links, and initial guidance
Review income, assets, and credit at a high level and issue accurate Pre-Approval Letters (with permission)
Create Mortgage Coach TCAs, schedule appointments, and document all notes in the calendar and Conversation Log
Update referring agents on appointment details, deal viability, pricing, financing type, and seller-paid needs
Add all leads and referral sources to the LO’s honor call list for same-day outreach
Enter all leads into the Lead Tracker and maintain consistent follow-up until an appointment is set
Support Wednesday follow-ups after pre-approval and update referral partners after each contact attempt
Keep Lead Tracker fully updated with accurate statuses and coordinate tasks with Team LP1s
Review Lead Tracker activity in team meetings and maintain an 80%+ lead-to-application conversion rate
Schedule client meetings, collect documentation, and manage borrower expectations through contract
Create open house flyers, listing sheets, and assist with Total Expert marketing materials. Support team and office events with preparation and coordination