Bilingual Loan Partner I - LOA Lead Intake
Description
CrossCountry Mortgage (CCM) is one of the nation’s top 3 retail mortgage lenders with more than 7,000 employees operating nearly 600 branches across all 50 states. We have been recognized nine times on the Inc. 5000 list of America’s fastest-growing private businesses and have received countless awards for our standout culture. Through our dedication to getting it done, we make every mortgage feel like a win.
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.
The Bilingual Loan Partner I - LOA Lead Intake oversees the marketing duties, database management, and scheduling for the Loan Officer. This position also oversees lead intake and management. The Bilingual Loan Partner is in direct communication with clients, realtors, builders, and business partners.
Work schedule: Monday-Friday, 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.
Job Responsibilities:
- Set and manage all appointments for clients to meet with Loan Officer and/or LP II for loan applications; communicate what items to bring in for appointment, etc.
- Set and track all appointments for Loan Officer for referring partners, seminars, closings, etc.
- Confirm all appointments the day before and the day of the appointment.
- Manage documentation and collect applications.
- Input all leads to lead tracker; ensure follow up attempts are made until appointment is set.
- Update both client and referring partner database with current and up to date information.
- Update referral partners on status of leads received.
- Maintain a 40% or higher conversion rate from lead to appointment.
- 30-60-90 day calls from closed loans.
- Assist the Loan Officer with other administrative duties as needed.
Qualifications and Skills:
- High school diploma or equivalent.
- Fluency in the languages of Spanish and English to communicate effectively with internal and external customers, of whom may speak only English or Spanish, preferred.
- Proficient with Microsoft Office applications.
- Excellent communication skills.
- Excellent data entry skills.
- Excellent time management and prioritization skills.
Pay Range:
- $20-30/hr. Eligible for monthly 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.
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! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com/
California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California consumers.
CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws. 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. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. 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.