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Loan Partner

CrossCountry Mortgage · Remote USA
Full-timeFinance & InsuranceEntry Level$162,000–$218,000/yr
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About the Loan Partner role

Loan Partner positions focus on delivering results in their domain. This page aggregates open Loan Partner roles and what employers typically expect.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 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 I is responsible for managing the loan officers’ schedules and assists the Loan Partner II. The Loan Partner I also manages the branch lead tracker, branch database, and maintains business rapport. **Job Responsibilities:** - 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. **Qualifications and Skills:** - 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. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers **MORE** than a job, we offer a career. Apply now to begin your path to success! [careersatccm.com](https://crosscountrymortgage.com/about-us/careers/apply/) CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: [https://mycrosscountrybenefits.com](http://mycrosscountrybenefits.com/) **California residents:** Please see CrossCountry’s [privacy statement](https://crosscountrymortgage.com/ccpa/applicant/) for information about how CrossCountry collects and uses personal information about California applicants. **CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual o…

Salary estimate

$162,000 – $218,000/yr
Provided by the employer.

Skills for this role

Communication

Resume tips for Loan Partner applicants

Interview preparation

Prepare concrete STAR-format stories that show Loan Partner outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Loan Partner problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About CrossCountry Mortgage

CrossCountry Mortgage is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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