Loan Officer Trainee

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 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.

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.

Position Overview:
The Mortgage Loan Officer Trainee is a sales‑focused role that serves as a career launchpad for individuals pursuing a career in the mortgage industry. Mortgage Loan Officer Trainees gain practical experience with real client scenarios while receiving structured training, mentorship, and licensing support. This role offers ongoing professional development, a clear path for performance‑based advancement, and long‑term career growth within CrossCountry Mortgage.

What Sets Our Cleveland HQ Loan Officer Training Program Apart:

• Paid training and support from day one, including licensing preparation, systems training, and ongoing guidance.
• Mentorship and direct access to experienced loan officers, processors, and underwriters.
• Clear advancement pathways to roles such as Sales Team Lead, Manager, or Branch Manager.
• Cleveland HQ Advantage: work at CrossCountry Mortgage Corporate Headquarters with access to leadership, top producers, and extensive training resources.

Job Responsibilities:

• Handle inbound/outbound leads. *Unlimited leads after becoming a licensed Loan Officer.
• Train and study to become a licensed Loan Officer.
• Collaborate with customers, customer service representatives, loan officers, underwriting, and processors.
• Take applications, pull credit, and learn CrossCountry Mortgage's loan origination system (Encompass).
• Develop client retention strategies and follow-up procedures.
• Act as a brand ambassador for CrossCountry Mortgage by promoting the company as a preferred lender.
• Learn and utilize various in-house systems and tools.

Qualifications and Skills:

• Experience generating or handling leads.
• Call center experience, preferred.
• Knowledge of lead management systems.
• Excellent communication skills.
• Skilled in managing multiple tasks and responsibilities.
• Skilled in setting and pursuing measurable performance goals to achieve targets.
• Skilled in building and maintaining professional relationships through active listening, clear communication, and timely follow‑up.
• Proficient in Microsoft Office Suite (Word and Outlook).

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.