Loan Partner Admin

Loan Partner Admin

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.

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 Admin supports both external clients and the internal team by ensuring timely follow-ups, maintaining lead data, and facilitating smooth transactions on processes. This role is responsible for managing CRM data, responding to inquiries, collecting documentation, and coordinating transactions all with timely communication and service. The Loan Partner Admin role offers clear growth potential into a Pre-Approval Specialist position and is ideal for someone eager to grow within the mortgage industry.

Job Responsibilities

• Accurately input and manage all new leads in CrossCountry Mortgage's Jungo CRM system until applications have been received.
• Oversee and respond to all website-generated leads while ensuring timely and professional communication : assist with answering the team phone line.
• Conduct loan application completeness and document all follow-ups, ensuring all required items are collected promptly.
• Complete Opt-Outs for all new loan applications and ensure this information is accurately marked on the borrower's submission checklist.
• Ensure smooth transitions to the Pre-Approval Specialist with an email introduction to the client and a detailed outline of key notes that support the transaction.
• Provide home search follow-up support to keep clients engaged and informed throughout the entire process.
• Assist in ordering verifications and third-party items such as employment verification, title work, and homeowner's insurance.
• Assist past clients with first payment and servicing questions.
• Represent the team with professionalism and exceptional customer service.

Qualifications and Skills

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.