Retention Partner

CrossCountry Mortgage, LLC

Retention Partner at CrossCountry Mortgage identifying attrition risks among Loan Officers. Using data-driven analysis and targeted engagement strategies to improve employee retention.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Proactively identifying and mitigating attrition risk within the Mortgage Loan Officer workforce through data-driven analysis and targeted engagement.
Leverage production metrics, system activity, and performance trends to detect early indicators of disengagement.
Develop predictive models and trend analyses using internal systems to anticipate attrition risks.
Monitor Loan Officer activity and performance trends to identify early indicators of disengagement.
Develop and maintain dashboards and tracking mechanisms to highlight key risk indicators.
Create executive-level reporting and data visualizations to communicate insights, risks, and recommendations to leadership.
Partner with leadership to interpret data trends and develop data-driven retention strategies.
Evaluate the effectiveness of retention programs, incentives, and engagement initiatives using data-driven methodologies.
Leverage data and behavioral indicators to identify Loan Officers at risk of leaving and initiate targeted outreach.
Collaborate with Sales Leadership, HR, and Operations to address issues impacting employee engagement and retention.

Requirements

What you’ll need

Bachelor’s degree or equivalent relevant experience.
Experience in mortgage banking, retail lending, financial services, organizational development, or workforce analytics.
Experience in Loan Officer production, recruiting, sales management, or HR business partnership, preferred.
Experience conducting stay interviews, exit interviews, or employee engagement initiatives.
Experience with mortgage systems such as Encompass or similar LOS/CRM tools.
Experience with handling sensitive and confidential information with discretion.
Familiarity with sales performance metrics in a commission-based environment.
Excellent collaboration and communication skills with a focus on relationship building.
Skilled in analyzing and interpreting data to identify trends, risks, and actionable insights.

Benefits

Comp & perks

medical
dental
vision
401K
company-provided short-term disability
employee assistance program
wellness program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysispredictive modelingtrend analysisdata visualizationdashboard developmentperformance metrics analysisemployee engagement initiativesstay interviewsexit interviewsdata-driven methodologies

Soft Skills

collaborationcommunicationrelationship buildingleadershiporganizational developmentdiscretionproblem-solvingstrategic thinkinginterpersonal skillsengagement