Loan Partner

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 II is responsible for managing loan files from application through closing, pulls and analyzes credit applicant information, and reviews income & asset documents.  As a member of the sales team, the Loan Partner II requests and obtains referrals from current and potential Company clients. The Loan Partner II also runs DU, stacks and submits files, requests and & clears conditions and communicates incredibly with both borrowers and Realtors. This position operates within Pacific Standard Time Zone working hours to support the West Coast region.

Job Responsibilities:

• Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s).
• Deliver WOW service for the client and referral partner- contract to close.
• Manage the Pipeline.
• Provide written and verbal weekly updates to borrowers.
• Consistent and transparent communication with the borrower throughout the process.
• Track all requested documents in Encompass.
• Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification and Encompass updates based on verified information and immediately notify Loan Originators when any discrepancies are found on documentation.
• Partner with Loan Originators in resolving problems in files and documents.
• Ensure files are complete and set-up in accordance with Company policy and procedures.
• Efficiently meet deadlines (loan documents to title 3 days before closing) while maintaining multiple assignments/projects.
• Provide superior customer service both internally and externally.

Qualifications and Skills:

• High School Diploma or equivalent.
• Minimum 3 years’ current conventional fixed and ARM, HELOC and construction mortgage loan processing or origination experience.
• Current Mortgage Loan Processing experience required.
• Minimum of 3 years’ experience required.
• State and Federal NMLS License preferred.
• Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred.
• Excellent written and verbal communication skills.
• Ability to effectively work in a strong team-oriented environment.
• Available to work varying hours and overtime if needed.
• Encompass experience.
• Computer Knowledge (DU, LP, Microsoft Office & 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.

Pay Range:

• Hourly Rate: $30.00 - $35.00
• Eligible for per file bonus

The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.