Sr. Branch Onboarding Client Specialist

Sr. Branch Onboarding Client Specialist

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.

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 Sr. Branch Onboarding Client Specialist is responsible for providing organizational support to our Branch Onboarding team. This role assists in the Lease Review Process working with CCM's Legal and Accounting departments and provides support through the onboarding process to the internal team and new teams joining CCM. The Sr. Branch Onboarding Client Specialist collaborates with multiple third-party vendors and internal departments to maintain services while supporting the Onboarding Department.

Job Responsibilities :

• Assist in pipeline management of all leases.
• Assist in preparing leases for Legal review.
• Facilitate communication between internal departments, landlords, brokers, and property management companies.
• Request funds for security deposits and rent payments.
• Send closing packages to finalize the lease agreements.
• Request and issue the insurance certificates with property management companies.
• Audit all insured locations quarterly.
• Establish vendor accounts for all branch locations.
• Ensure all leases and vendor relationships are effective for all branch locations.
• Assist in pipeline management of the branch onboarding pipeline.
• Assisting in completing required tasks for the onboarding process.

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.

CrossCountry Mortgage, LLC offers more than a job, we offer a career. Apply now to begin your path to success!

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package.

California residents : Please see CrossCountry's privacy statement 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, 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 or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD / FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.