Job Title: Assistant Loan Partner

Reports To: LO/Branch Manager

Compensation: $18-$22/hr (based on cost of living and results)

FLSA Status: Hourly Non-Exempt

Location: San Antonio, TX

Job Description:

We are seeking a detail-oriented and customer-focused Loan Partner to support our mortgage operations. This role serves as the first point of contact for Clients, providing exceptional service while assisting with loan applications, documentation, and general inquiries; they will be in direct communication with Clients, Realtors, Builders, and Business Partners. The ideal candidate will have strong organizational skills, the ability to multitask, and a keen eye for detail. Previous mortgage experience is preferred but not required. All necessary training will be hands-on provided.

Key Responsibilities:

Team Accountability Assistance

Keep Loan Officer and team on track with calls and schedule

Confirm all appointments the day before and the day of the appointment.

Top priority is to make the team leader look good and keep her calendar organized and efficient.

Manage gifting program for Agents, past Clients, and Prospects
Schedule, plan, and execute monthly Happy Hours and other various team events
Assist with general office tasks, such as data entry, reporting, and correspondence
Coordinate appointments, follow up on pending documentation, and track application statuses

Set, manage, and confirm all appointments for Clients to meet with the Loan Officer and/or LP II for loan applications; communicate what items to bring to the appointment, etc.

Follow up with pre-qualified borrowers, executing team checklist for touchpoints
Update referral partners on status of leads received

Manage Database

Maintain accurate records and update client information in the loan processing system
Help finish loan applications for team lead and accurately keep up with the Lead Tracker

Manage documentation and collect application

Convert up to 80 leads per month with a 70% conversion rate to application.

All leads added to lead tracker, ensure follow-up attempts are made until appointment is set

Print list daily for team leader to complete theme day calls and assist with prospecting follow-up.
30-60-90 day calls for all closed loans.
Mailers (monthly updating database with newsletter information, letters of the heart, and evidence of success.
Manage social media correspondence to grow digital presence
Set and fill events/manage RSVPs as required.

Qualifications:

Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m. (rotating evening and weekends when required)
Proficiency in Microsoft Office and adaptability to new technology
Strong communication and interpersonal skills
Ability to work efficiently in a fast-paced environment and handle sensitive information with discretion
Must be dependable, self-motivated, and require minimal supervision
Knowledge of major social media platforms preferred

Physical Demands:

While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax, and copy machine. This person may occasionally need to lift up to 20 pounds.

Work Environment:

Standard office environment

This job description reflects management’s definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.

I have read, understand, and agree to the requirements and responsibilities of this position.

CrossCountry Mortgage, LLC

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Assistant Loan Partner