What are the responsibilities and job description for the Lead Intake Manager position at CrossCountry Mortgage, LLC?
About Our Team
CrossCountry Mortgage, LLC is a dynamic and growing mortgage lender seeking a highly motivated and organized Loan Partner to join our team.
Job Description:
The Loan Partner will be responsible for managing lead intake, following up with clients and referral partners, and ensuring timely loan application processing. This position requires excellent time management, communication, and data entry skills.
Key Responsibilities:
- Confirm appointments and manage lead tracking.
- Set appointments and manage lead conversion.
- Develop and maintain strong communication skills to effectively communicate with clients and referral partners.
- Assist in data entry and maintain accurate records of lead progress.
Requirements:
- High school diploma or equivalent required.
- Excellent verbal and written communication skills.
- Ability to work 40 hours per week between 9:00 a.m. and 6:00 p.m.
- Proficiency in Word, Excel, and Outlook applications.
- Positive attitude and self-motivation.