Loan Partner
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Job Description
Loan Partner I at CrossCountry Mortgage managing loan officer schedules, assisting Loan Partner II, maintaining branch operations, and supporting client relationships. Requires high school diploma and mortgage processing experience.
Responsibilities:
- Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
- Take all incoming calls.
- Assist Loan Partner II with clerical tasks, such as copying and faxing documents.
- Schedule regular weekly face-to-face meetings based on branch metrics and operations.
- Meet branch objectives specific to pre-qualifications and pre-approvals.
- Attend branch events to assist Loan Officer in building clientele.
- Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
- Available to work varying hours and overtime if needed.
Requirements:
- High School Diploma or equivalent.
- Minimum 3 years’ residential mortgage processing experience.
- Encompass experience, required.
- Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
- Excellent math and analytical skills.
- Excellent communication skills.
- Excellent prioritization and time management skills.
- Proficient in DU, LP, Microsoft Outlook & Windows.
Benefits:
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
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