Loan Partner I – Lead Converter/Preapproval Specialist

CrossCountry Mortgage, LLC is seeking a Loan Partner I – Lead Converter/Preapproval Specialist to oversee the application to preapproval process and nurture applicants. The role involves direct communication with clients, realtors, and business partners, focusing on lead management, follow-up, and conversion.

Responsibilities

• Lead Management
• Lead Follow Up
• Lead Conversion
• Confirm all appointments the day before and the day of the appointment
• Set, manage, and confirm all appointments for the Clients to meet with Loan Officer for preapproval, Fast track, or Mortgage Overview (goal is for you to learn to complete Mortgage Approval Plan meetings within 75 days) communicate what items to bring in for appointment etc
• All applicant’s status updated in Google voice and Total Expert •Notes are to be kept in Google voice and Essentials placed in OneNote once file is moved to Fast Track or Application with property
• Update referral partners on status of applications received (all f/ups set according to need)
• Maintain a 40% or higher conversion rate from application to preapproved
• Manage documentation and verifications needed for application (one drive must be used for extra docs)
• Continue to assume responsibilities and help the team grow

Skills

• High school diploma or equivalent
• Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m. (teams video required) (sharing of screen and audio will be requested periodically)
• Must be proficient in Word, Excel, and Outlook applications
• Must have excellent verbal and written communication skills
• Must have a positive attitude
• Must be dependable, self-motivated and require minimal supervision
• Rotating weekends or evening could be required
• Previous mortgage experience is favorable, but NOT required

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