CrossCountry Mortgage, LLC · 20 hours ago
Loan Partner I – Lead Converter/Preapproval Specialist
San Antonio, TX
Full-time
Hybrid
New Grad, Entry Level
$18/hr - $23/hrCrossCountry Mortgage, LLC is seeking a Loan Partner I – Lead Converter/Preapproval Specialist to oversee the application to preapproval process and nurture applicants. The role involves direct communication with clients, realtors, and business partners, focusing on lead management, follow-up, and conversion.
FinanceFinancial ServicesLendingMortgage
Responsibilities
Lead Management
Lead Follow Up
Lead Conversion
Confirm all appointments the day before and the day of the appointment
Set, manage, and confirm all appointments for the Clients to meet with Loan Officer for preapproval, Fast track, or Mortgage Overview (goal is for you to learn to complete Mortgage Approval Plan meetings within 75 days) communicate what items to bring in for appointment etc
All applicant’s status updated in Google voice and Total Expert •Notes are to be kept in Google voice and Essentials placed in OneNote once file is moved to Fast Track or Application with property
Update referral partners on status of applications received (all f/ups set according to need)
Maintain a 40% or higher conversion rate from application to preapproved
Manage documentation and verifications needed for application (one drive must be used for extra docs)
Continue to assume responsibilities and help the team grow
Qualification
Required
High school diploma or equivalent
Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m. (teams video required) (sharing of screen and audio will be requested periodically)
Must be proficient in Word, Excel, and Outlook applications
Must have excellent verbal and written communication skills
Must have a positive attitude
Must be dependable, self-motivated and require minimal supervision
Rotating weekends or evening could be required
Preferred
Previous mortgage experience is favorable, but NOT required
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.
Founded in 2003
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
2025-12-18
2025-12-10
2025-11-20
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