CrossCountry Mortgage, LLC · 2 months ago
BPL Account Executive - Valere Commercial
United States
Full-time
Remote
Mid Level
$55K/yr - $55K/yr
3+ years expCrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong culture of employee engagement and success. The BPL Account Executive is responsible for originating business from real estate investors and assisting various partners in the loan application process while managing an assigned territory.
FinanceFinancial ServicesLendingMortgage
Responsibilities
Develop and maintain partnerships with the CrossCountry Mortgage retail branch network, direct real estate brokers, mortgage brokers, Loan Originators, and large real estate investors
Foster trust-based relationships, educate borrowers on loan products, and gain a clear understanding of clients’ needs and goals
Perform at a high level in a collaborative remote environment by facilitating the loan application process, overcoming objections, and educating clients
Collect relevant client information to support online application submission, either directly or on the client’s behalf; set accurate expectations and manage the process from initial consultation through term sheet generation to receipt of the application deposit
Manage a lead database within the CRM system, leveraging task management tools and consistent follow-up routines to stay current on all leads
Exceed weekly, monthly, and annual production goals related to phone calls placed, deposits received, conversion rates, and client satisfaction
Demonstrate a consistent commitment to high performance and a proactive approach to exceeding role expectations
Qualification
Required
Bachelor's degree, preferred
NMLS license, preferred
3+ years of experience in commercial/residential mortgage lending or equivalent related experience
Experience in business-to-business (B2B) sales with an emphasis on client relationship development and retention
Experience taking initiative and working independently while contributing effectively in collaborative team environments
Familiarity with all applicable regulatory requirements, including AML, OFAC, and Fair Lending
Excellent organizational and time management skills to effectively balance competing priorities and consistently meet deadlines
Skilled in presenting information clearly while effectively overcoming objections
Skilled at leveraging web-based tools and databases for efficient information gathering
Excellent customer service, negotiation, and problem-solving skills
Excellent communication skills
Advanced proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook)
Advanced proficiency in Salesforce
Benefits
Medical
Dental
Vision
401K
Short-term disability
Employee assistance program
Wellness program
Company
CrossCountry Mortgage, LLC
Back in 2003, our founder and CEO, Ron Leonhardt, started CrossCountry Mortgage with one goal: become a nationwide mortgage lender that helps people with clear and fast home loans.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$1.9BKey Investors
Ares Management
2025-11-18Debt Financing· $600M
2025-09-24Debt Financing· $900M
2021-11-23Debt Financing· $400M
Leadership Team
Tom Kraft
Senior Vice President Operations - West
Rob Sampson
Executive Vice President
Recent News
2026-01-24
Company data provided by crunchbase