Client Engagement Setter
for each heading. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info; remove boilerplate, navigation, legal, EEO, etc. Include a section only when posting has real specific content for it; never emit heading with filler placeholder. Prefer few substantive sections over many thin ones.
We need to parse the posting.
Content:
- Intro paragraph about CCM: "CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender..." etc. This is about company, could be "About the role"? Actually "About the role" is about the position. The intro is about company; maybe we can put under "About the role"? But the instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role (maybe includes overview of role and company context). Responsibilities (list of duties). Qualifications And Skills (maybe combine Qualifications and Skills). Benefits (list). Pay and Schedule only if present; posting does not mention pay or schedule specifics. So we should NOT include Pay or Schedule sections.
We need to preserve all substantive info: company description, position overview, responsibilities list, qualifications and skills list, benefits list.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove lines like "Apply now to begin your path to success! careersatccm.com", "CrossCountry Mortgage, LLC offers MORE than a job, we offer a career." etc. Also remove privacy statement, EEO, NMLS, etc.
We need to keep substantive info: company description (first paragraph), Position Overview (the paragraph after "Position Overview"), Responsibilities (list), Qualifications And Skills (list), Benefits (list). Also maybe mention "CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program." That's benefits.
We need to format as HTML fragment.
Structure:
About the role
... maybe include company description and position overview? Could split: About the role could include company description and position overview. Or we could have separate sections: About the role (company overview) and Position Overview maybe not a standard heading; but the instruction only gave examples; we can use those headings. We could put company description under About the role, and then Position Overview could be part of that or we could add a separate
Position Overview
but not in list; but they said use those headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't forbid other headings, but they said "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests we should use those headings where applicable. It didn't say we cannot use other headings, but to be safe, we stick to those. So we need to map content to those headings.
We have:
- About the role: could include company description and position overview (the paragraph describing role). Could be combined.
- Responsibilities: list of duties.
- Qualifications: maybe combine Qualifications And Skills.
- Skills: maybe separate but we could combine into Qualifications and Skills sections? The instruction gave both Qualifications and Skills as possible headings. We could split: Qualifications (experience, mortgage-industry familiarity) and Skills (confidence, communication, organized, CRM, process, Microsoft Office). But we need to avoid thin sections; but we can have both if they have substantive content. It's okay.
- Benefits: list.
- Pay and Schedule: not present, omit.
We must not include filler like "commensurate with experience". Not present.
Now extract specifics.
Company description paragraph:
"CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down."
That's substantive.
Position Overview paragraph:
"Position Overview The Client Engagement Setter serves as the first point of contact for prospective borrowers and a key relationship coordinator for realtor partners. This role is responsible for promptly engaging inbound leads, qualifying basic fit, scheduling consultations with Loan Advisors, and maintaining accurate CRM records. The Client Engagement Setter also supports realtor outreach and event coordination to strengthen partner relationships and drive engagement. The Client Engagement Setter is not responsible for providing loan advice, discussing rates or terms, taking mortgage applications, or performing activities requiring Mortgage Loan Originator licensure."
We can include that as part of About the role or separate. Since we have About the role heading, we can include both company description and position overview in that section, maybe as two paragraphs.
Responsibilities list: bullet points after "Job Responsibilities". Let's extract each line:
- Respond to new inbound leads by phone, text, and email within assigned coverage windows.
- Re-engage leads who have not responded or have stalled after initial contact.
- Build rapport, understand the prospect's immediate objective, and identify basic fit for a consultation.
- Schedule qualified prospects for a consultation with the Loan Advisor.
- Drive prospects to complete the application themselves and confirm submission was received.
- Maintain accurate notes, tasks, statuses, and next actions in Insellerate (CRM) in real time.
- Ensure the lead queue is clean by progressing, disqualifying, or moving inactive leads into the appropriate nurture pathway.
- Contact realtor partners at a regular cadence to schedule meetings on the team's behalf.
- Invite realtors to team/company events on schedule; accurately track RSVPs and confirm attendance.
- Maintain accurate realtor contact records and relationship notes in the CRM.
- Support lead reactivation campaigns and proactive outreach initiatives to drive engagement with prospective clients and realtor partners during varying lead volume periods.
- Escalate borrower questions regarding loan terms, rates, product options, or financial advice to the Loan Advisor while ensuring a seamless customer experience.
- Maintain compliance with established role boundaries by facilitating borrower and realtor engagement, encouraging independent application completion, coordinating scheduling activities, and directing loan-related questions or negotiations to the appropriate Loan Advisor.
That's the list.
Qualifications And Skills paragraph:
"Qualifications And Skills Experience in appointment setting, customer engagement, mortgage, real estate, financial services, or inside sales, preferred.
Mortgage-industry familiarity, preferred.
Demonstrated confidence, professionalism, and a welcoming approach via phone and text.
Persistent and proactive communication skills to maintain momentum and responsiveness through repeated outreach and engagement activities.
Highly organized and comfortable working inside a CRM (Insellerate).
Skill in following a defined process while using sound judgment about when to escalate.
Proficient in Microsoft Office Suite."
We need to split into Qualifications and Skills.
Qualifications could be: Experience in appointment setting, customer engagement, mortgage, real estate, financial services, or inside sales, preferred. Mortgage-industry familiarity, preferred.
Skills: Demonstrated confidence, professionalism, and a welcoming approach via phone and text. Persistent and proactive communication skills to maintain momentum and responsiveness through repeated outreach and engagement activities. Highly organized and comfortable working inside a CRM (Insellerate). Skill in following a defined process while using sound judgment about when to escalate. Proficient in Microsoft Office Suite.
We could also include "This job description is intended to convey information essential to understanding the scope of the job..." but that's boilerplate; we should remove.
Benefits paragraph:
"CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program."
We need to list benefits as - . So items: medical, dental, vision, 401K, company-provided short-term disability, employee assistance program, wellness program. Also "competitive compensation plan" maybe not a benefit but we can include as part of benefits? It says compensation plan; but we are not making Pay section. Could include compensation plan as part of benefits? Might be okay but better to keep as part of benefits description. However we should not create Pay section; we can mention compensation plan within benefits description as prose. But we need to use
- for any list of benefits. So we can list the specific benefits; the compensation plan can be in a
before the list.
Thus Benefits section:
Benefits
CCM offers eligible employees a competitive compensation plan and a robust benefits package:
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
Now we need to ensure we don't include any boilerplate like "Apply now to begin your path to success! careersatccm.com", "CrossCountry Mortgage, LLC offers MORE than a job, we offer a career.", etc.
Also remove duplicated lines: maybe none.
Now produce HTML fragment.
We'll structure:
About the role
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
The Client Engagement Setter serves as the first point of contact for prospective borrowers and a key relationship coordinator for realtor partners. This role is responsible for promptly engaging inbound leads, qualifying basic fit, scheduling consultations with Loan Advisors, and maintaining accurate CRM records. The Client Engagement Setter also supports realtor outreach and event coordination to strengthen partner relationships and drive engagement. The Client Engagement Setter is not responsible for providing loan advice, discussing rates or terms, taking mortgage applications, or performing activities requiring Mortgage Loan Originator licensure.
Responsibilities
- Respond to new inbound leads by phone, text, and email within assigned coverage windows.
- Re-engage leads who have not responded or have stalled after initial contact.
- Build rapport, understand the prospect's immediate objective, and identify basic fit for a consultation.
- Schedule qualified prospects for a consultation with the Loan Advisor.
- Drive prospects to complete the application themselves and confirm submission was received.
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info; remove boilerplate, navigation, legal, EEO, etc. Include a section only when posting has real specific content for it; never emit heading with filler placeholder. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: - Intro paragraph about CCM: "CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender..." etc. This is about company, could be "About the role"? Actually "About the role" is about the position. The intro is about company; maybe we can put under "About the role"? But the instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role (maybe includes overview of role and company context). Responsibilities (list of duties). Qualifications And Skills (maybe combine Qualifications and Skills). Benefits (list). Pay and Schedule only if present; posting does not mention pay or schedule specifics. So we should NOT include Pay or Schedule sections.
We need to preserve all substantive info: company description, position overview, responsibilities list, qualifications and skills list, benefits list.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove lines like "Apply now to begin your path to success! careersatccm.com", "CrossCountry Mortgage, LLC offers MORE than a job, we offer a career." etc. Also remove privacy statement, EEO, NMLS, etc.
We need to keep substantive info: company description (first paragraph), Position Overview (the paragraph after "Position Overview"), Responsibilities (list), Qualifications And Skills (list), Benefits (list). Also maybe mention "CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program." That's benefits.
We need to format as HTML fragment.
Structure:
About the role
... maybe include company description and position overview? Could split: About the role could include company description and position overview. Or we could have separate sections: About the role (company overview) and Position Overview maybe not a standard heading; but the instruction only gave examples; we can use those headings. We could put company description under About the role, and then Position Overview could be part of that or we could add a separate
Position Overview
but not in list; but they said use those headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't forbid other headings, but they said "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests we should use those headings where applicable. It didn't say we cannot use other headings, but to be safe, we stick to those. So we need to map content to those headings.
We have:
- About the role: could include company description and position overview (the paragraph describing role). Could be combined.
- Responsibilities: list of duties.
- Qualifications: maybe combine Qualifications And Skills.
- Skills: maybe separate but we could combine into Qualifications and Skills sections? The instruction gave both Qualifications and Skills as possible headings. We could split: Qualifications (experience, mortgage-industry familiarity) and Skills (confidence, communication, organized, CRM, process, Microsoft Office). But we need to avoid thin sections; but we can have both if they have substantive content. It's okay.
- Benefits: list.
- Pay and Schedule: not present, omit.
We must not include filler like "commensurate with experience". Not present.
Now extract specifics.
Company description paragraph:
"CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down."
That's substantive.
Position Overview paragraph:
"Position Overview The Client Engagement Setter serves as the first point of contact for prospective borrowers and a key relationship coordinator for realtor partners. This role is responsible for promptly engaging inbound leads, qualifying basic fit, scheduling consultations with Loan Advisors, and maintaining accurate CRM records. The Client Engagement Setter also supports realtor outreach and event coordination to strengthen partner relationships and drive engagement. The Client Engagement Setter is not responsible for providing loan advice, discussing rates or terms, taking mortgage applications, or performing activities requiring Mortgage Loan Originator licensure."
We can include that as part of About the role or separate. Since we have About the role heading, we can include both company description and position overview in that section, maybe as two paragraphs.
Responsibilities list: bullet points after "Job Responsibilities". Let's extract each line:
- Respond to new inbound leads by phone, text, and email within assigned coverage windows.
- Re-engage leads who have not responded or have stalled after initial contact.
- Build rapport, understand the prospect's immediate objective, and identify basic fit for a consultation.
- Schedule qualified prospects for a consultation with the Loan Advisor.
- Drive prospects to complete the application themselves and confirm submission was received.
- Maintain accurate notes, tasks, statuses, and next actions in Insellerate (CRM) in real time.
- Ensure the lead queue is clean by progressing, disqualifying, or moving inactive leads into the appropriate nurture pathway.
- Contact realtor partners at a regular cadence to schedule meetings on the team's behalf.
- Invite realtors to team/company events on schedule; accurately track RSVPs and confirm attendance.
- Maintain accurate realtor contact records and relationship notes in the CRM.
- Support lead reactivation campaigns and proactive outreach initiatives to drive engagement with prospective clients and realtor partners during varying lead volume periods.
- Escalate borrower questions regarding loan terms, rates, product options, or financial advice to the Loan Advisor while ensuring a seamless customer experience.
- Maintain compliance with established role boundaries by facilitating borrower and realtor engagement, encouraging independent application completion, coordinating scheduling activities, and directing loan-related questions or negotiations to the appropriate Loan Advisor.
That's the list.
Qualifications And Skills paragraph:
"Qualifications And Skills Experience in appointment setting, customer engagement, mortgage, real estate, financial services, or inside sales, preferred.
Mortgage-industry familiarity, preferred.
Demonstrated confidence, professionalism, and a welcoming approach via phone and text.
Persistent and proactive communication skills to maintain momentum and responsiveness through repeated outreach and engagement activities.
Highly organized and comfortable working inside a CRM (Insellerate).
Skill in following a defined process while using sound judgment about when to escalate.
Proficient in Microsoft Office Suite."
We need to split into Qualifications and Skills.
Qualifications could be: Experience in appointment setting, customer engagement, mortgage, real estate, financial services, or inside sales, preferred. Mortgage-industry familiarity, preferred.
Skills: Demonstrated confidence, professionalism, and a welcoming approach via phone and text. Persistent and proactive communication skills to maintain momentum and responsiveness through repeated outreach and engagement activities. Highly organized and comfortable working inside a CRM (Insellerate). Skill in following a defined process while using sound judgment about when to escalate. Proficient in Microsoft Office Suite.
We could also include "This job description is intended to convey information essential to understanding the scope of the job..." but that's boilerplate; we should remove.
Benefits paragraph:
"CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program."
We need to list benefits as - . So items: medical, dental, vision, 401K, company-provided short-term disability, employee assistance program, wellness program. Also "competitive compensation plan" maybe not a benefit but we can include as part of benefits? It says compensation plan; but we are not making Pay section. Could include compensation plan as part of benefits? Might be okay but better to keep as part of benefits description. However we should not create Pay section; we can mention compensation plan within benefits description as prose. But we need to use
- for any list of benefits. So we can list the specific benefits; the compensation plan can be in a
before the list.
Thus Benefits section:
Benefits
CCM offers eligible employees a competitive compensation plan and a robust benefits package:
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
Now we need to ensure we don't include any boilerplate like "Apply now to begin your path to success! careersatccm.com", "CrossCountry Mortgage, LLC offers MORE than a job, we offer a career.", etc.
Also remove duplicated lines: maybe none.
Now produce HTML fragment.
We'll structure:
About the role
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
The Client Engagement Setter serves as the first point of contact for prospective borrowers and a key relationship coordinator for realtor partners. This role is responsible for promptly engaging inbound leads, qualifying basic fit, scheduling consultations with Loan Advisors, and maintaining accurate CRM records. The Client Engagement Setter also supports realtor outreach and event coordination to strengthen partner relationships and drive engagement. The Client Engagement Setter is not responsible for providing loan advice, discussing rates or terms, taking mortgage applications, or performing activities requiring Mortgage Loan Originator licensure.
Responsibilities
- Respond to new inbound leads by phone, text, and email within assigned coverage windows.
- Re-engage leads who have not responded or have stalled after initial contact.
- Build rapport, understand the prospect's immediate objective, and identify basic fit for a consultation.
- Schedule qualified prospects for a consultation with the Loan Advisor.
- Drive prospects to complete the application themselves and confirm submission was received.
- for any list of benefits. So we can list the specific benefits; the compensation plan can be in a
before the list. Thus Benefits section:
Benefits
CCM offers eligible employees a competitive compensation plan and a robust benefits package:
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
About the role
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.
The Client Engagement Setter serves as the first point of contact for prospective borrowers and a key relationship coordinator for realtor partners. This role is responsible for promptly engaging inbound leads, qualifying basic fit, scheduling consultations with Loan Advisors, and maintaining accurate CRM records. The Client Engagement Setter also supports realtor outreach and event coordination to strengthen partner relationships and drive engagement. The Client Engagement Setter is not responsible for providing loan advice, discussing rates or terms, taking mortgage applications, or performing activities requiring Mortgage Loan Originator licensure.
Responsibilities
- Respond to new inbound leads by phone, text, and email within assigned coverage windows.
- Re-engage leads who have not responded or have stalled after initial contact.
- Build rapport, understand the prospect's immediate objective, and identify basic fit for a consultation.
- Schedule qualified prospects for a consultation with the Loan Advisor.
- Drive prospects to complete the application themselves and confirm submission was received.