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Mortgage Loan Partner - Pre-Approval Specialist

Cross Country Mortgage - Robb Team • 895 Island Park Drive, Charleston, SC, US

Posted 1 hour ago

The Robb Team at CrossCountry Mortgage is a top-producing mortgage team in the Charleston market, and we're looking for an experienced Loan Partner to own clients from first contact through pre-approval and contract. If you know how to read a file, calculate income, and turn a complete application into a confident pre-approval, and you want to grow toward licensing alongside a top-1% producer, we'd like to meet you.

This is a 100% in-office role on Daniel Island, Monday through Friday, 8:30 AM – 5:30 PM. We work side by side, and that is how we train, communicate, and take care of clients.

WHY JOIN US

  • $65,000 – $85,000 base, plus bonus opportunities

  • A clear growth path toward licensing and production

  • Direct mentorship from a 20+ year industry leader

  • The backing of CrossCountry Mortgage, America's #1 retail mortgage lender

  • “Structure matters. Timing matters. Let’s build it right together.”

  • Own each client from lead to contract: application, document collection, check-ins, and pre-approval

  • Review credit reports and identify issues, quick wins, and risks early

  • Calculate income across W-2, variable (overtime, bonus, commission), self-employed, and fixed-income borrowers

  • Analyze assets, source of funds, and cash to close

  • Run and interpret DU/LP findings and anticipate conditions before they become problems

  • Deliver pre-approval decisions within 24 hours of a complete file

  • Follow up daily on outstanding applications and documents until the file is complete

  • Keep clients and Realtor partners updated at every step, by phone first

  • Prepare clean, complete files and handoff notes when clients go under contract

  • Document every touch in our CRM the same day: what happened, what was learned, what's still needed, and the next step

  • 3+ years of mortgage experience as a loan officer assistant, processor, or in pre-approval or underwriting support

  • Hands-on experience calculating income for W-2, variable, self-employed, and fixed-income borrowers

  • Experience running and interpreting DU/LP findings

  • Working knowledge of Conventional, FHA, VA, and Jumbo guidelines

  • Encompass experience preferred; CRM experience a plus

  • NMLS license preferred, or the commitment to earn one; we support the path

  • Able to work 100% in-office on Daniel Island, Monday through Friday, 8:30 AM – 5:30 PM

  • Organized and detail-driven, with a strong sense of follow-through

  • Clear, warm communicator by phone and email with clients and Realtor partners

  • High school diploma or equivalent required; degree in finance or business a plus

Compensation

$65,000 - $85,000

CrossCountry Mortgage is America’s #1 Retail Mortgage Lender, with more than 7,000 employees operating across 700+ branches nationwide. In 2024 alone, CCM closed over 88,000 home purchases — making 1 in 37 homes in America financed by CrossCountry Mortgage.

The Robb Team operates within CCM with a disciplined, relationship-first approach built on structure, communication, and execution. We are deeply rooted in our local market and focused on protecting our reputation through exceptional client experience and strong referral partnerships.

From application to closing, our model is proactive, organized, and service-driven. We do not operate transactionally — we operate relationally.

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