CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview
The Loan Partner – Lead Intake oversees the lead intake and management. This role is in direct communication with clients, realtors, builders, and business partners. This is an entry-level position with opportunity for growth. All necessary training will be provided.
Job Responsibilities
- Confirm all appointments the day before and the day of the appointment.
- Set, manage, and confirm all appointments for clients to meet with Loan Officer and/or Loan Partner II for loan applications; communicate preparation for appointment.
- Ensure follow up attempts made until appointment is set on leads added to the lead tracker.
- Update referral partners on status of leads received.
- Maintain a 40% or higher conversion rate from lead to appointment.
- Collect applications and manage documentation.
- Additional responsibilities as assigned.
- Available to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.
Qualifications And Skills- High school diploma or equivalent.
- One year of mortgage industry experience, preferred.
- Mortgage industry licensing, preferred.
- Proficient in Word, Excel, and Outlook applications.
- Excellent communication and customer service skills.
- Excellent attention to detail, organization, and data entry skills.
- Excellent time management and prioritization skills.
CrossCountry Mortgage, LLC offers
MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
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