Licensed Loan Partner
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Job Description
Licensed Loan Partner at CrossCountry Mortgage handling new leads and reviewing loan applications. Communicating professionally while managing pre-approval pipeline and client relationships.
Responsibilities:
- Serve as the primary point of contact of the branch for all new inbound leads.
- Conduct and/or review loan applications for accuracy.
- Request, organize, and analyze income, credit, assets, and documentation supporting loan applications.
- Run AUS and assist with loan product selection.
- Prepare rate quotes, loan options, and loan summaries.
- Issue pre-approval letters accurately and promptly.
- Communicate proactively with borrowers, agents, and internal branch team members.
- Manage the full pre-approval pipeline from first introduction to contract.
- Attend local closings as needed to support client and agent relationships.
- Create and deliver Mortgage Coach video tutorials explaining loan options to the branch.
- Initiate refinance review calls: identify borrower goals, review cost-benefit analysis, present options clearly, confirm rate-lock terms, and submit for processing.
- Attend networking events as requested by the Branch Manager.
- Maintain a flexible schedule for occasional evening or weekend calls.
Requirements:
- High School Diploma or equivalent
- 5+ years of mortgage experience (LO, Processing, and/or Underwriting)
- Advanced knowledge of agency, FHA, and VA guidelines
- Advanced sales knowledge, preferred
- Expertise in creating rapport quickly with new clients
- Proven accuracy in qualifications, scenario structuring, and loan strategy
- Proven success in a high-volume, dynamic team environment
- Excellent organizational skills and attention to detail
- Excellent written, verbal, and client-facing communication skills
- Advanced skill in delivering both positive updates and difficult news
- Advanced skill in follow-up and sense of urgency
- Skilled in managing multiple priorities without dropping details
- Skilled in professionalism and follow-through that reinforces team credibility
Benefits:
- medical
- dental
- vision
- 401K
- short-term disability
- employee assistance program
- wellness program
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