Loan Partner/Administrative Assistant

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 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/Admin Assistant provides high-level support including calendar management, successful coordination of business meetings, and maintaining contact with all new clients. The Loan Partner/Admin Assistant is responsible for taking incoming leads, managing the lead tracker, and following up to schedule client consultations.

Job Responsibilities

• Manage team’s and branch manager’s calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook.
• Schedule initial consultations.
• Handle incoming and outgoing phone and electronic communications.
• Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals.
• Complete and maintain branch-assigned checklists, prospect follow up, file set-up, and analyses within allotted branch deadlines.
• Collect applications and manage documentation.
• Enter detailed comments on conversations regarding files into Encompass to provide documentation.
• Handle any gifting programs.

Qualifications & Skills:

• Proficient in Microsoft Excel, Word, PowerPoint and Outlook.
• Previous banking, financial services, or mortgage experience preferred, but not required.
• Excellent communication skills.
• Excellent time management and organization skills.

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.