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Loan Partner
CrossCountry Mortgage, LLCLoan Partner I managing loan officer schedules and assisting Loan Partner II for CrossCountry Mortgage. Responsibilities include appointment scheduling, documentation, and client event support.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- medical
- dental
- vision
- 401K
- short-term disability
- employee assistance program
- wellness program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
residential mortgage processingmath skillsanalytical skills
Soft Skills
communication skillsprioritization skillstime management skills
Certifications
High School Diploma