Loan Pipeline Coordinator

CrossCountry Mortgage, LLC • Bloomington, MN

12d • $24 - $28

About The Position

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 LP2 Loan Pipeline Coordinator supports the loan origination team by managing contract intake, document updates, loan setup tasks, disclosures, appraisal ordering, processor coordination, and closing preparation. This role ensures files move efficiently from contract to processing and supports borrowers with disclosure and documentation questions.

Requirements

• Familiarity with mortgage or financial documentation, preferred.
• Comfortable working within LOS systems and structured email workflows.
• High attention to detail in reviewing and updating information.
• Excellent organizational skills for tracking and managing files effectively.
• Skilled at managing multiple files and tasks in a dynamic work environment.
• Excellent communication skills.

Responsibilities

• Review incoming purchase contracts and confirm accuracy of key details.
• Upload contract information, verify data, and update Purchase Agreement records.
• Add and validate all required file contacts to ensure complete and accurate documentation.
• Send borrower document update requests and track outstanding or expired items.
• Upload, label, and organize documents accurately within the loan file.
• Maintain well‑structured digital loan files to support smooth processing.
• Complete the Qualifications tab in the loan origination system and ensure accuracy of required data.
• Prepare and issue initial disclosures in accordance with regulatory and company guidelines.
• Assist borrowers by addressing questions related to disclosure documents and required actions.
• Order appraisals and ensure requests are submitted accurately and on time.
• Monitor appraisal progress and update the file with status information.
• Submit files to Loan Setup to initiate the loan opening process.
• Draft and send PUSH communications to the processor with key file details.
• Document loan programs, unique scenarios, and relevant file notes.
• Identify and record missing items or potential risk factors within the file.
• Support the processor with clearing conditions to keep the loan moving forward.
• Respond to borrower questions regarding disclosures and upcoming steps in the process.
• Escalate complex or sensitive issues to the Loan Officer as needed.
• Coordinate Closing Disclosure (CD) review calls to support borrower understanding and readiness.
• Monitor availability of the Final Closing Disclosure and update the file accordingly.
• Schedule Closing Disclosure (CD) review calls with borrowers.
• Prepare and send the CD email after the review is completed.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed