Loan Partner I (Remote)

CrossCountry Mortgage

Winter Park Florida

United States

Customer Service / Call Center
(No Timezone Provided)

Description

CrossCountry Mortgage  is more than a mortgage! When we started in 2003, our President and CEO Ronald J. Leonhardt, Jr., had the vision to become a nationwide full-service lender that could provide more to customers — meeting their needs, being there every step of the way, and making home ownership dreams possible and affordable. We’re continuing to expand our nationwide footprint, and we’re not stopping any time soon!

We Care!  CrossCountry Mortgage offers eligible employees a robust benefits package including medical, dental, vision, as well as a 401K with an employer match! We also offer company provided Short-Term Disability, Employee Assistance Program and a Wellness Program. Our Corporate office also enjoys a casual dress code, an on-site market cafe, and an upbeat working environment!

Position Overview:

The Loan Partner I is responsible for managing the loan officers’ schedules and assists the Loan Partner II. The Loan Processor I also manages the branch lead tracker, branch database, and maintains business rapports.

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
  • Qualifications and Skills:

  • High School Diploma or equivalent
  • Minimum 3 years of current residential mortgage processing experience
  • Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
  • Strong math and analytical skills
  • Excellent written and verbal communication skills
  • Ability to prioritize and meet deadline
  • Available to work varying hours and overtime if needed
  • Bilingual in Spanish Required.
  • Encompass experience required
  • Computer Knowledge (DU, LP, Microsoft Outlook & Windows)
  • Loan Partner I (Remote)

    CrossCountry Mortgage

    Winter Park Florida

    United States

    Customer Service / Call Center

    (No Timezone Provided)

    Description

    CrossCountry Mortgage  is more than a mortgage! When we started in 2003, our President and CEO Ronald J. Leonhardt, Jr., had the vision to become a nationwide full-service lender that could provide more to customers — meeting their needs, being there every step of the way, and making home ownership dreams possible and affordable. We’re continuing to expand our nationwide footprint, and we’re not stopping any time soon!

    We Care!  CrossCountry Mortgage offers eligible employees a robust benefits package including medical, dental, vision, as well as a 401K with an employer match! We also offer company provided Short-Term Disability, Employee Assistance Program and a Wellness Program. Our Corporate office also enjoys a casual dress code, an on-site market cafe, and an upbeat working environment!

    Position Overview:

    The Loan Partner I is responsible for managing the loan officers’ schedules and assists the Loan Partner II. The Loan Processor I also manages the branch lead tracker, branch database, and maintains business rapports.

    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
  • Qualifications and Skills:

  • High School Diploma or equivalent
  • Minimum 3 years of current residential mortgage processing experience
  • Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
  • Strong math and analytical skills
  • Excellent written and verbal communication skills
  • Ability to prioritize and meet deadline
  • Available to work varying hours and overtime if needed
  • Bilingual in Spanish Required.
  • Encompass experience required
  • Computer Knowledge (DU, LP, Microsoft Outlook & Windows)