Loan Partner - Veteran's Lending Group

Loan Partner

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 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.

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

CrossCountry Mortgage's Loan Partner role serves as the vital connection between incoming leads and Loan Officers, ensuring every client experiences a seamless transition and exceptional service from first contact to application. This role combines relationship management with loan coordination following up with new inquiries, scheduling consultations, and preparing clients for the next stage in their home financing journey. The Loan Partner communicates with warmth, precision, and professionalism, embodying CrossCountry Mortgage's commitment to making every mortgage feel like a win.

This position supports our Veteran's Lending Group team.

Job Responsibilities

• Take inbound leads via corporate phone system.
• Gather basic customer information and identify customer needs.
• Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system.
• Utilize corporate training methods and tactics in converting potential prospects to CCM customers.
• Schedule initial appointments as well as maintaining database to ensure customer service expectations are met.
• Appropriately classify and distinguish each lead contacted.
• Manage high volume of incoming phone calls.
• Apply training to live interactions with CCM clients both internally and externally.

Qualifications and Skills

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.