Demo

Loan Partner

CrossCountry Mortgage, LLC
Paso Robles, CA Full Time
POSTED ON 12/10/2024
AVAILABLE BEFORE 2/7/2025
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. This position 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 CrossCountry Mortgage clients. The Loan Partner II also runs DU, stacks and submits files, requests and clears conditions.
Job Responsibilities:
  • Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s).
  • Deliver service for the client and referral partner, contract to close.
  • Manage the Pipeline.
  • Provide written and verbal weekly updates to borrowers.
  • Provide 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; 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.
  • Meet deadlines (loan documents to title 3 days before closing) while maintaining multiple assignments/projects.
  • Provide customer service both internally and externally.
  • Available to work varying hours and overtime if needed.
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.
  • Experience in Mortgage Loan Processing.
  • State and Federal NMLS License preferred.
  • Experience with RESPA and mortgage and consumer lending regulations and loan documents, preferred.
  • Experience with Encompass.
  • Excellent written and verbal communication skills.
  • Excellent communication and collaboration skills.
  • Proficient in DU, LP, Microsoft Office & Windows.
Pay Range:
  • Base Pay: $25 - $30/hour
  • Bonus: $100 - $150/file
  • 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 applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, 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
.

Salary : $25 - $30

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