Mortgage Lead Specialist

Job Overview

The Mortgage Lead Specialist position at CrossCountry Mortgage (CCM) involves contacting leads, gathering information, and connecting qualified clients with Loan Officers.

Qualifications and Skills

• High school diploma or equivalent
• 1+ years of experience in customer service, sales, telemarketing, or lead conversion, preferred
• Experience working with a diverse range of clients, including veterans and active-duty service members, preferred
• Comfortable asking questions, gathering information, and handling objections
• Excellent customer service, communication, and phone skills
• Highly detail-oriented, organized, with excellent follow-up skills
• Basic proficiency in Microsoft Office and CRM systems
• Willingness to obtain a mortgage license

Job Responsibilities

• Contact inbound and outbound leads by phone in a timely and professional manner
• Gather basic borrower information
• Identify borrower needs and connect qualified prospects with a Loan Officer
• Schedule appointments and maintain follow-up tasks in the CRM
• Accurately document lead status, call outcomes, and next steps
• Manage a high volume of calls while maintaining strong customer service
• Support the loan team by helping move leads through the early stages of the process
• Follow company procedures and communication standards
• Participate in training and development with the goal of obtaining a mortgage license

Benefits

CCM offers a competitive compensation plan and a robust benefits package, including medical, dental, vision, a 401K, short-term disability, an employee assistance program, and a wellness program. Veterans Lending Group, a registered tradename of CrossCountry Mortgage, LLC, provides equal housing opportunities and supports equal employment opportunities for all qualified persons without regard to Protected Characteristics.