Loan Administrative Partner at CrossCountry… · LC11722…

Summary: CrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong culture of growth and employee engagement. The Loan Administrative Partner provides essential administrative and operational support to ensure efficient daily workflow within the branch, managing calendars, communications, and branch operations. Responsibilities: - Schedule all appointments for the Team Leader, including new lead consultations and additional appointments for the Loan Originator - Confirm all appointments - Take all incoming calls - Support the Team Leader by managing email organization, time‑blocking activities, call scheduling, and overall calendar coordination - Manage marketing materials such as thank‑you notes, birthday announcements, and gifting - Update the database on the first business day of each month to reflect all closed loans - Conduct 30‑, 60‑, and 90‑day follow‑up calls for all closed loans - Coordinate monthly events such as happy hours and lunch-and-learns - Complete and maintain branch-assigned checklists, files, and analyses within allotted branch deadlines - Available to work varying hours and overtime as needed Required Qualifications: - High school diploma or equivalent - Excellent math and analytical skills - Excellent communication skills - Skilled in managing priorities and meeting established deadlines - Proficient in DU, LP, Microsoft Outlook, and Windows Preferred Qualifications: - Experience with Encompass, preferred - Knowledge of RESPA, all mortgage and consumer lending regulations, and loan documents, preferred Required Skills: Encompass, RESPA, Mortgage regulations, Consumer lending regulations, Loan documents, DU, LP, Microsoft Outlook, Windows Benefits: Medical, Dental, Vision, 401K, Short-term disability, Employee assistance program, Wellness program