Assistant Loan Partner

Flower Mound, Texas

CrossCountry Mortgage, LLC
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LOCATION: FLOWER MOUND, TEXAS


Schedule: Monday through Friday (ONSITE ONLY)

Hours: 9:00am-6:00pm

Compensation: $18-22/hr depending on experience

FLSA Status: Hourly Non-Exempt


Job Description:

We are seeking a detail-oriented and customer-focused Administrative Specialist 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. The ideal candidate will have strong organizational skills, the ability to multitask, and a keen eye for. All necessary training will be hands-on provided.


Key Responsibilities:


Team Accountability Assistance

Keep Loan Officer and team on track with calls and schedule

o Top priority is to make the team leader look good, and keep his 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

Follow up with pre-qualified borrowers, executing team checklist for touchpoints


Manage Database

Maintain accurate records and update client information in the loan processing system

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 9:00 a.m. and 6:00 p.m.

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.


Date Posted: 28 April 2025
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