Loan Officer

CrossCountry Mortgage, LLC

. Manage and respond to company-provided inbound customer leads received through phone inquiries and system-assigned referrals .

Posted 10/6/2026full-timeRemote • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage loan origination, including customer engagement, compliance with regulatory requirements, and effective communication throughout the loan process. Proficient in analyzing mortgage products and guiding clients through application procedures while maintaining an active loan pipeline.

Highest-signal resume keywords

Mortgage Loan OriginationSAFE Act LicensureCustomer EngagementLead ConversionMortgage Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage AnalysisLoan Documentation ReviewFinancial Information EvaluationPipeline ManagementCompliance Knowledge

Soft Skills

Sales SkillsNegotiation SkillsCustomer Service SkillsCommunication SkillsCollaboration Skills

Tools & Technologies

Mortgage Origination SystemsCRM Platforms

Certifications & Qualifications

SAFE Act Mortgage Loan Originator Licensure

Industry Keywords

Mortgage IndustryRetail Mortgage ProductsUnderwriting GuidelinesLoan Production GoalsMarket Trends

About the role

Key responsibilities & impact

Manage and respond to company-provided inbound customer leads received through phone inquiries and system-assigned referrals
Build rapport with prospective customers, assess financing needs, and present appropriate mortgage solutions
Conduct clear, compliant, and effective mortgage-related conversations throughout the loan origination process
Analyze mortgage products, rates, and program options to identify appropriate financing solutions
Guide customers through the mortgage application process, including collecting information, reviewing documentation requirements, and setting expectations
Execute outreach, follow-up, and customer engagement activities to support lead conversion and loan production goals with the Operations Team
Maintain and grow an active loan pipeline by following up with leads, coordinating next steps, and advancing applications toward closing
Use mortgage origination systems, CRM platforms, and other business applications to manage customer interactions and pipeline activity
Maintain knowledge of mortgage products, programs, guidelines, and market trends
Maintain compliance with applicable federal, state, company, and regulatory requirements

Requirements

What you’ll need

5+ years of experience in the mortgage industry
Current SAFE Act mortgage loan originator licensure, or eligibility to obtain and maintain licensure, in designated states including NY, NJ, FL, NC, SC, GA, TX, AZ, CA, PA, MA, VA, CT, TN, IL, and OH
Experience evaluating borrower financial information, including income, assets, credit, and related loan documentation
Experience converting inbound leads and customer inquiries into mortgage application opportunities, preferred
Knowledge of retail mortgage products, underwriting guidelines, policies, procedures, documentation, and systems
Excellent sales, negotiation, and customer service skills
Excellent communication and collaboration skills
Skilled in initiating and leading phone-based sales conversations with prospective clients

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k)
Company-provided short-term disability
Employee assistance program
Wellness program
Robust benefits package
Career development opportunities