Sales & Partnerships Coordinator

CrossCountry Mortgage, LLC; Walnut Creek (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Benefits package

Job summary

CrossCountry Mortgage, LLC in Walnut Creek, CA is seeking a Sales Coordinator to provide administrative, sales, and relationship support for Account Executives and sales leadership.

The role coordinates the systems used to develop and support real estate referral-partner relationships, including appointments, partner research, CRM management, activation and welcome activities, marketing requests, open-house support, events, and post-closing follow-up.

Qualifications

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• Experience in sales support, executive support, customer service, or marketing coordination is a plus.
• Proficiency with Microsoft Office and familiarity with CRM systems is expected.

Responsibilities

• Coordinate, schedule, and confirm business-development meetings, Realtor presentations, partner appointments, office visits, open houses, and events using Outlook, Teams, Zoom, and other approved platforms.
• Research real estate agents, teams, production, brokerage and office affiliations, listings, referral history, and existing relationship information; prepare concise meeting briefs for Account Executives.
• Maintain accurate CRM records, including contact information, relationship status, notes, activities, referral source, partner ownership, next steps, and follow-up tasks.
• Coordinate the onboarding and activation of new referral partners, including welcome materials, appointments, approved resources, communication-list enrollment, and follow-up activities.
• Monitor and organize designated Account Executive email and calendar workflows; identify appointments, partner requests, commitments, and time-sensitive issues, and draft routine communications using approved templates.
• Create or coordinate approved, template-based financing flyers, listing and open-house materials, presentations, and other partner resources; route custom marketing requests to the appropriate team member.
• Proactively contact partners regarding support for new listings, open houses, newsletters, text campaigns, database outreach, door-knocking campaigns, client education, and other approved business-development activities.
• Assist with Realtor presentations, educational programs, networking events, office meetings, and partner-appreciation activities, including invitations, registration, materials, setup, supplies, attendee tracking, and follow-up.
• Coordinate approved birthday, holiday, closing, and recognition outreach, including cards, communications, mailing, and completion tracking.
• Run the approved post-closing relationship checklist to confirm borrowers and transaction partners are added to applicable long-term marketing, retention, and relationship programs.
• Review new pre-approvals, purchase contracts, and funded loans to identify buyer agents and listing agents who are not established partners and provide the Account Executive with information for timely outreach.
• Track outstanding commitments and partner requests through completion; prepare routine activity reports and escalate delays, service concerns, or relationship risks as appropriate.

Skills

CRM proficiency

Communication skills

Organization

Time management

Detail oriented

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

CrossCountry Mortgage, LLC in Walnut Creek, CA is seeking a Sales Coordinator to provide administrative, sales, and relationship support for Account Executives and sales leadership.

The role coordinates the systems used to develop and support real estate referral-partner relationships, including appointments, partner research, CRM management, activation and welcome activities, marketing requests, open-house support, events, and post-closing follow-up.