Loan Partner II

CrossCountry Mortgage, Inc - Franklin, TN2.7

Full-timeEstimated: $60,000 - $79,000 a year
NMLS License Required under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”) *
Tennessee License under the terms of the SAFE Act*
Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s)
Appropriately send, review and analyze disclosures
File preparations for Processing
Take telephone applications and schedule appointments with the Loan Partner I
Schedule realtor appointments for the assigned Loan Originators with the Loan Partner I
Schedule on-site and phone appointments as assigned
Effectively manage pipeline, maintain reporting and ensure all files are closed within an appropriate/designated timeframe
Submit complete loan applications for each customer file with the Loan Partner I
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 and 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
Pull credit reports and properly prepare for review/assessment
Efficiently meet deadlines while maintaining multiple assignments/projects
Provide superior customer service both internally and externally
  • NOTE: This position requires compliance with the SAFE Act and state licensing requirements. Licensing requirements can include, but are not limited to, satisfactory completion of background checks, fingerprinting, credit reports, testing, and continuing education. This is in addition to what CCM requires upon hire.
High School Diploma or equivalent Minimum 3 years’ current conventional fixed and ARM, HELOC and construction mortgage loan processing or origination experience
State and Federal NMLS License required
Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred
Calculation of income
Underwriter experience, or 3-5 years’ experience in similar role
Excellent written and verbal communication skills
Ability to effectively work in a strong team-oriented environment
Available to work varying hours and overtime if needed
Encompass experience
Computer Knowledge (DU, LP, Microsoft Office & Windows)
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, Inc. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.