CrossCountry Mortgage, LLC

Sales

• Serve as a liaison between the organization’s internal and external clients
• Oversee and directly involve in the loan process from start to finish
• Assist CrossCountry Mortgage borrowers to the best financial program
• Provide superior customer service by communicating with borrowers
• Review and audit income, assets, verify credit documentation within mortgage file
• Review mortgage loan disclosure packages and deliver to borrower
• Assist in managing a pipeline consisting of various loans
• Ensure structure of the loan presents the best program based on borrower’s circumstances
• Review the file for any missing documentation
• Communicate loan program and costs with borrowers
• Pre-underwrite items to help support approval of the loan
• Input feed for disclosures, present, and set up loan to fit borrower’s needs

Sales Manager

Manager

• Lead the branch Loan Processing Team Leads and Loan Processors.
• Provide leadership, support, and guidance to the processing team.
• Work with all processors to improve the quality of the loan file being submitted to underwriting and closing.
• Maintain a pipeline of loans.
• Identify loan level defects and common post-closing conditions.
• Coach processing team members.
• Communicate with all employees; provide support and answer questions.
• Act as the first point of contact for processing related branch issues.
• Learn interdepartmental functions and responsibility.
• Run, analyze, and manage prebuilt processing reports.
• Participate in new branch onboarding to review files flow and expectations.
• Work closely with departments to identify areas of strengths and weakness.
• Conduct weekly processing staff meetings.

Loan Processor Manager

General

• Providing quality customer service by obtaining necessary documentation to underwrite the loan
• Ordering third party documentation by communicating directly with the customer and/or Loan Officer
• Assembling the complete loan package in proper order for underwriting
• Verifying all required documentation (pre-underwrite) in the file
• Completing the required loan checklist
• Verifying that an application is complete and accurate
• Preparing a loan approval summary and ensuring the accuracy of all information
• Communicating directly with the Loan Originator, customer, and Underwriter
• Reviewing loans for compliance with all mortgage-related regulations
• Managing pipeline by completing and submitting reports within allotted turn-around times
• Documenting all communication related to the loan application in the conversation log

Loan Processor

Affiliate Manager

• 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.

Retention Partner

Recruitment

• Partner with branch and divisional leadership to support strategic growth initiatives across established, high-performing teams
• Collaborate with internal recruiting teams to align on candidate pipelines, priorities, and market strategy
• Focus on attracting and securing experienced, high-producing Mortgage Loan Officers and teams
• Own the final stages of the recruiting lifecycle, driving candidate conversion from offer through acceptance and onboarding
• Lead advanced-stage candidate engagement, including presenting opportunities, addressing questions, and guiding final decision-making
• Lead high-impact candidate closing conversations, effectively positioning CrossCountry Mortgage’s value proposition, compensation structure, and growth opportunities
• Influence and convert qualified candidates into hires through a consultative, relationship-driven approach
• Partner with leadership to craft and present competitive, customized offers aligned with candidate motivations and business objectives
• Facilitate transparent and professional discussions regarding compensation, transition expectations, and onboarding
• Develop and execute tailored closing strategies for high-value candidates, leveraging market intelligence, production data, and competitor insights
• Drive offer acceptance rates by proactively identifying risks and addressing candidate concerns throughout the decision-making process
• Serve as the primary point of contact for late-stage candidates, ensuring a seamless and high-quality experience through offer acceptance and onboarding transition
• Build and maintain relationships with top talent to understand career objectives, production drivers, and long-term goals
• Leverage production data, market insights, and industry tools to identify trends and inform recruiting strategies
• Maintain awareness of the competitive landscape, including talent movement and organizational positioning within the mortgage industry
• Track and analyze closing metrics, including offer acceptance rates and declines, to continuously improve conversion strategies

Talent Acquisition Partner – Closing & Conversion

General Counsel

• Ensure that the Company complies in all material respects with state and federal regulatory requirements through independent research and evaluation
• Collaborate with the EVP, Regulatory Counsel on developing effective compliance solutions to business challenges
• Collaborate with business stakeholders to develop solutions in the LOS, Encompass, to address business compliance challenges
• Develop and maintain a Mavent Compliance Guide to support operations in the origination of loans
• Develop, review, and amend policies and procedures as changes in regulations or requirements are identified
• Regularly report to the EVP, Regulatory Counsel on matters requiring attention while providing recommendations

Regulatory Affairs Counsel

• Support the Bryan, OH office of CrossCountry Mortgage
• Serve as a liaison between the organization’s internal and external clients
• Oversee and directly involve in the loan process from start to finish
• Aid CrossCountry Mortgage borrowers to the best financial program
• Provide customer service by communicating with borrowers regarding loan programs, costs, and applicable loan documents
• Review and audit income, assets, run DU and verify credit documentation within mortgage file
• Review mortgage loan disclosure packages and deliver to borrower
• Assist in managing a pipeline consisting of various loan products
• Ensure the loan structure presents the best program based on the borrower’s financial circumstances
• Review the file for any missing documentation that best supports approval
• Communicate loan program and costs with borrowers
• Pre-underwrite items to help support approval of the loan
• Input feed for disclosures, present and set up loan to best fit borrower’s needs

Pre-Approval Manager

Operations

• Serve as a liaison between the organization’s internal and external clients
• Oversee and be directly involved in the loan process from start to finish
• Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility
• Review and analyze complex income documentation
• Assist with training sales or processing staff
• Provide customer service by communicating with borrowers to assist them
• Review mortgage loan disclosure packages and deliver to borrowers
• Ensure structure of the loan presents the best program based on borrower’s financial circumstances
• Review the file for any missing documentation that best supports approval
• Communicate loan program and costs with borrowers
• Pre-underwrite items to help support approval of the loan
• Input feed for disclosures, present and set up loan to best fit borrower’s needs

Branch Operations Manager

Full-stack Engineer

• Lead the design and development of complex features and services across multiple applications.
• May lead cross-team initiatives and deliver scalable, reusable technical solutions.
• Provide architectural input and help define long-term technical direction for projects.
• Mentor junior and mid-level engineers on design, implementation, and career growth.
• Perform thorough code reviews and uphold high standards for quality and maintainability.
• Collaborate across engineering, product, and design teams to align on scope, feasibility, and delivery.
• Proactively identify risks, bottlenecks, and long-term scalability concerns.
• Drive adoption of engineering best practices within and across teams.
• Build reusable services, libraries, and components that increase team efficiency.
• Identify performance bottlenecks and implement scalable, resilient solutions.
• Support CI/CD improvements, automated testing, and monitoring practices.
• Write and maintain technical documentation for long-term support and onboarding.
• Contribute to sprint planning, estimation, and risk mitigation efforts.
• Manage technical roadmaps and proactively address technical debt.
• Collaborate on team processes that improve CI/CD, testing, and code quality.
• Guide performance optimization and high availability design for critical services.
• Act as a contributor in discovery, estimation, and delivery of large projects.
• Foster a positive, inclusive, and productive engineering culture.

Senior Software Engineer

Account Manager

• Serve as the main point of contact for a select, top tier performing loan officers.
• Build and nurture meaningful relationships with loan officers to understand their needs, goals and preferences.
• Create processes and guides to enhance team efficiency and support team growth.
• Effectively understand and communicate brand strategy and consumer targeting to ensure all integrated marketing efforts align with the account strategies.
• Create and deliver custom strategic marketing campaigns targeted at driving leads and brand recognition to clients including conception, creative and media plan development, management, and measurement.
• Oversee management of marketing programs, events, sponsorships, and related activities that accurately deliver CCM’s marketing strategy and overall business strategy for assigned clients.
• Prioritize and manage several tasks simultaneously to exceed client expectations and deadlines across multiple projects; deliver prompt and effective solutions to client issues and requests, ensuring exceptional satisfaction and retention across assigned accounts.
• Act as a subject matter expert for all marketing initiatives including paid social, digital, OOH, traditional, etc.
• Act as the liaison for the loan officer(s) across all internal marketing teams as well as the conduit to all support groups throughout the entire CCM organization.
• Assist in managing clients’ budget, including forecasting, review, and reconciliation.

VIP Account Manager

• Work with all processors to improve the quality of the loan file being submitted to underwriting and closing
• Maintain a pipeline of loans
• Identify loan level defects, common post-closing conditions, and items that delay insuring
• Coach processing team members to prevent repeat issues on future files
• Communicate with all employees; provide support and answer questions
• Act as the first point of contact for processing related branch issues
• Learn interdepartmental functions and responsibility; understand how processing affects each department and relay to the processors
• Run, analyze, and manage prebuilt processing reports and track each processor’s performance against objectives set by management
• Participate in new branch onboarding to review files flow and expectations
• Work closely with departments to identify areas of strengths and weakness, and provide recommendations for training to improve processes, flow, and efficiency
• Work closely with processors to identify Encompass needs to improve quality and efficiency
• Identify policies and procedures that need to be created and/or communicated to the processing staff
• Conduct weekly processing staff meetings
• Communicate company or process changes to processors, as well as changes and updates to policies, procedures and guidelines that relate to the processors’ responsibilities
• Monitor and maintain established processing service level agreements; adjust expectations when necessary

Loan Processing Manager

Business Development Rep

• Support the Bryan, OH office of CrossCountry Mortgage.
• Drive growth and expanding the customer base of the retail mortgage branch.
• Develop strategic partnerships and foster relationships.
• Implement marketing initiatives to increase loan origination and revenue.
• Identify, target, and develop new referral partner relationships.
• Maintain and develop client relationships with existing and new accounts.
• Organize and conduct weekly meetings with referral partners.
• Collaborate with internal marketing and loan origination team.
• Attend local and regional networking events.
• Follow up with leads to ensure business growth.

Business Development Manager

• Manage the Non-Funded Support Team
• Oversee daily responsibilities to ensure the timely review and approval of disposition requests and compliance support cases related to the NFST team
• Play a key role as a stakeholder for audits, examinations, and compliance inquiries related to ECOA, FCRA, and adverse action regulations
• Participate in the Risk Management lifecycle by creating, updating, and managing tickets in JIRA, conducting research, root cause analysis, corrective action implementation, UAT, and post-implementation validation testing
• Provide oversight to all LOS pipelines to ensure correct disposition and folder placement
• Ensure files are dispositioned in a timely manner when applicable
• Build and maintain mechanisms to manage the timing of key events related to ECOA compliance
• Act as the primary point of contact for implementation of new products/LOS; conduct testing to ensure compliance and accuracy
• Operate as a key stakeholder for exam/audit/monitoring for inquiries related to ECOA, FCRA, and adverse action by drafting narratives and creating data sets
• Ensure notice of adverse action/incompleteness meet regulatory compliance requirements
• Act as a policy and procedure subject matter expert related to ECOA, FCRA, and adverse action
• Manage compliance support cases related to Non-Funded Support Team (NFST)
• Conduct User Acceptance Testing (UAT) and post-implementation validation

Senior Manager, NFST

• Responsible for recruitment and the strategic development, implementation, and ongoing execution of effective recruitment plans and selection strategies supporting Loan Officers, Mortgage Bankers, Branch Managers, and Sales Leaders across CrossCountry Mortgage
• Partner with executive level VPs, Regional Managers, Directors, Branch Managers, and Sales sources to qualify, interview, and hire top producing Loan Officers, Mortgage Bankers, and Branch Manager candidates in strategically defined market regions
• Collaborate with hiring managers to stay abreast of current and future hiring and business needs
• Develop action plans for growth in target markets including metrics from first contact to successful hire; target companies and passive candidates by leveraging resources
• Direct passive searches utilizing Boolean searches, cold calls, and networking techniques
• Meet hiring goals as determined by the Recruiting Department leadership
• Source passive candidates through networking using the recruiter’s existing data base and internet research techniques
• Communicate weekly with Regional and Branch Managers to review recruiting reports, growth goals, and progress weekly communications; provide weekly candidate pipeline updates to Regional, Recruiting, and Sales leadership
• Develop and maintain candidate relationships for current and future hiring needs; network with referral partners and passive and proactive candidates

Divisional Business Development Manager – Mortgage Sales Recruiter

• Take all incoming calls to the team line.
• Conduct 30-, 60-, and 90-day follow-up calls for all closed loans.
• Conduct bi-weekly check-ins with pre-approved clients.
• Assist in collecting, uploading, and labeling documentation.
• Assist with basic application setup.
• Trigger and manage CRM automations.
• Available to work varied hours, including overtime, as needed.