Job Description

Responsible for managing incoming leads and maintaining lead tracker. Schedule client consultations with Loan Officer. Analyze applicant credit information for loan pre-approval. Review income and asset documents. Request and secure referrals from current and potential clients. Follow up with prospects following established best practices Responsibilities:

• Take incoming leads for the branch
• Schedule Initial Consultations
• 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, prospect follow-up, file set-up, analysis within allotted branch deadlines
• Request and obtain referrals from current clients and realtor partners
• Runs automated underwriting (DU or LP)
• Issues pre-approvals consistent with DU or LP findings

Qualifications:

• Minimal experience required - willing to train
• Experience in Encompass preferred
• Proficiency in running LP and DU
• Ability to pre-qualifying clients and structuring loan files
• Must exhibit a positive attitude and be a team player
• Strong focus on customer service and dedication to delivering exceptional service
• Motivated, gritty, and able to work in a fast-paced environment
• Guidelines and various loan program knowledge preferred

About Company: 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 homeownership dreams possible and affordable. We’re continuing to expand our nationwide footprint, and we’re not stopping any time soon! Come join a smart company that will help you grow both personally and professionally. With the best leadership team in the industry and competitive pay/benefits, CrossCountry offers the full package.

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