Mortgage Funder & Investment Settlement Specialist

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:

Th Funding and Investor Settlement Specialist is a dual-role position responsible for overseeing the funding of residential mortgage loans and supporting the investor settlement process, ensuring loans are accurately and efficiently settled with investors. This role plays a critical part in tracking funding milestones, verifying documentation and wire instructions, and supporting accurate investor reporting and reconciliation.

Job Responsibilities:

• Review closed loan packages to confirm completeness and compliance with regulatory and investor guidelines.

• Coordinate with internal teams to facilitate timely and accurate disbursement of funds.

• Verify wire instructions and initiate funding transactions through approved systems.

• Track loan funding milestones and update loan status in the Loan Origination System (LOS).

• Proactively resolve any issues or discrepancies that may delay funding.

• Assist with the preparation and execution of investor settlement processes, including verifying loan data, settlement terms, and remittance details.

• Collaborate with servicing, post-closing, and secondary market teams to ensure accurate and timely investor reporting.

• Reconcile settlement documentation in accordance with investor agreements and compliance standards.

• Maintain up-to-date investor settlement logs and reports to support operational accuracy and transparency.

• Support the resolution of investor-related issues during the settlement and post-settlement phases.

Qualifications and Skills:

• High School Diploma or equivalent.

• Experience working with Fannie Mae, Freddie Mac, or private mortgage investors, preferred.

• Exposure to loan servicing or investor reporting systems, preferred.

• Understanding of escrow, reconciliation, and wire procedures, preferred.

• Knowledge of investor settlement procedures, investor delivery, or post-closing, preferred.

• Solid understanding of mortgage lending procedures, loan documentation, and mortgage funding operations, preferred.

• Working knowledge of investor settlements within the secondary mortgage market, preferred.

• Knowledge of secondary market or investor-related processes, preferred.

• Proficient in Microsoft Office Suite, including Excel, Outlook, and Word to create and manage spreadsheets, use formulas, and handle data tracking effectively.

• Familiarity with LOS platforms (Encompass).

• Excellent organizational and communication skills with attention to detail.

• Skill in managing multiple tasks efficiently in a deadline-driven environment.

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.