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Analyst, BPL Lending Platform Operations
CrossCountry Mortgage, LLCAnalyst supporting remote U.S. business-purpose mortgage lending operations at CrossCountry Mortgage.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing lead channels, loan processing, and operational efficiency within the mortgage lending sector. Proficient in utilizing LendingWise and CRM platforms to enhance customer experience and streamline workflows.
Highest-signal resume keywords
Lead ManagementLoan ProcessingLendingWise ProficiencyData AnalysisCustomer Service
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Origination System (LOS)Sales OperationsPipeline MonitoringWorkflow ManagementBusiness Purpose Lending KnowledgeData AccuracyMicrosoft Excel ProficiencyReporting ToolsProcess DocumentationUser Acceptance Testing
Soft Skills
Attention to DetailAnalytical SkillsCommunication SkillsProblem-Solving SkillsTime Management
Tools & Technologies
LendingWiseSalesforceCRM PlatformsMicrosoft Office Suite
Industry Keywords
Mortgage LendingBusiness Purpose LendingLead GenerationLoan LifecycleOperational Change Management
About the role
Key responsibilities & impact- Monitor and manage inbound lead channels, including shared sales inboxes, web submissions, referral sources, broker applications, and other lead entry points
- Support Loan Officers by reviewing incoming opportunities, assigning leads, gathering initial information, and ensuring timely follow-up
- Assist with lead qualification and maintain strong response times across the sales organization
- Partner with referral teams and business development personnel to support referral volume, relationship management, and operational execution
- Assist borrowers, brokers, and referral partners with application completion, document collection, and loan submission requirements
- Review applications for completeness and quality before processing and underwriting handoff
- Monitor pipeline activity and identify stalled files, missing documentation, and opportunities to improve lead-to-application conversion
- Track and report on lead flow, application quality, conversion rates, turn times, and other key performance indicators
- Analyze pipeline data and recommend improvements to operational efficiency, customer experience, and funding outcomes
- Serve as first point of contact for LendingWise and related technology troubleshooting
- Escalate complex system issues and coordinate resolution with internal technology teams and third-party vendors
- Support configuration, testing, implementation, and maintenance within LendingWise and related platforms
- Assist with business requirement gathering, process documentation, user acceptance testing, and operational change management
- Develop and maintain reports, dashboards, workflows, procedures, and training materials
- Partner with Sales, Processing, Underwriting, Closing, and Servicing teams to ensure accurate and efficient loan progression
- Identify opportunities for automation, workflow enhancements, and system improvements
- Stay current on Business Purpose Lending products, LendingWise functionality, industry trends, and best operational practices
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Operations, Information Systems, Real Estate, or a related field, preferred
- 2+ years of experience in mortgage lending, business purpose lending, sales operations, loan processing, platform administration, or a related operational role
- Experience working within a Loan Origination System (LOS), CRM, or comparable lending technology platform
- Experience monitoring pipelines, managing workflows, and coordinating across multiple stakeholders
- Experience with LendingWise, Salesforce, or similar lending and CRM platforms, preferred
- Understanding of the loan lifecycle from lead generation through funding and servicing
- Knowledge of Business Purpose Lending products including Fix-and-Flip, Bridge, Rental, Construction, and Small Balance Commercial loans, preferred
- Demonstrated attention to detail and commitment to data accuracy
- Excellent analytical skills to identify trends, evaluate performance metrics, and recommend improvements
- Excellent communication and customer service skills demonstrated through professional interactions with borrowers, brokers, referral partners, and internal teams
- Excellent troubleshooting and problem-solving skills
- Skilled at managing multiple priorities in a dynamic, growth-oriented environment
- Proficiency with Microsoft Office Suite, particularly Excel and reporting tools
Benefits
Comp & perks- Competitive compensation plan
- Medical insurance
- Dental insurance
- Vision insurance
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
- Robust benefits package
- Culture supporting employee growth
- Unwavering support from all departments
- Total transparency from the top down