Lead Intake Specialist

Position Overview: 

The Lead Intake Specialist plays a critical role in the front end of the mortgage process by ensuring every lead is contacted quickly, accurately documented, and nurtured with professionalism and urgency. This dynamic role requires exceptional organization, consistent follow-up, and clear communication with both clients and referral partners. Candidates for this role have a growth-oriented mindset with the desire to build a career in the mortgage industry, thrive in a high-call-volume environment, convert opportunities effectively, and contribute to overall branch growth. 

Job Responsibilities: 

• Contact new leads within 1 hour of receipt to maximize conversion opportunities. 

• Accurately gather and enter lead information into the company CRM system in real time. 

• Call the referring Realtor directly after each lead conversation to provide status updates and request additional referrals. 

• Proactively ask each lead for introductions to their network to generate at least 5+ new leads per week. 

• Make 70 outbound calls per day to clients and/or referral partners. 

• Send 10+ texts per day to clients and/or referral partners for follow-up. 

• Hold 15+ quality conversations daily with prospective clients and/or referral partners. 

• Take a minimum of 7 complete loan applications weekly; collect all required mortgage documents to prepare for preapproval. 

• Schedule appointments for Loan Officers and ensure smooth lead handoff. 

• Maintain a well-organized, prioritized daily workflow to ensure no lead is overlooked or delayed. 

• Follow established scripts, systems, and processes for consistency and performance tracking. 

• Provide timely, professional communication to internal team members and external partners. 

• Meet or exceed conversion and production metrics on a monthly basis. 

Qualifications and Skills: 

• High School diploma or equivalent. 

• Associates or Bachelor’s Degree, preferred. 

• 1+ year of experience in a call center, customer service, inside sales, or mortgage/financial services role. 

• CRM experience, preferred. 

• Experience managing high outbound call volumes and meeting performance goals. 

• Experience working independently in a remote environment while meeting performance metrics. 

• Experience thriving in a structured, metric-driven environment.  

• Experienced in consistent follow-through with both clients and partners. 

• Advanced organizational and time management skills with attention to detail. 

• Excellent efficient, friendly, and professional communication skills. 

• Skilled in quick response time with a focus on lead conversion. 

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, 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.  

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
 

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
 

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
 

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.