Agent Success Manager

Agent Success Manager

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 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 Agent Success Manager is responsible for driving growth and expanding the customer base of the retail mortgage branch. This role involves developing strategic partnerships, fostering relationships, and implementing marketing initiatives to increase loan origination and revenue.

Job Responsibilities:

• Proactively identify, target, and develop new referral partner relationships with real estate agents, and other industry professionals within assigned territory.
• Maintain and develop client relationships with existing and new accounts.
• Foster and strengthen existing relationships through regular in-person visits, consistent follow-up, and value driven communication.
• Organize and conduct weekly face-to-face meetings with prospective and current referral partners to understand their needs and align services.
• Collaborate with internal marketing and loan origination team to support referral partners.
• Represent the company professionally and strategically at industry events to build brand visibility and increase referral volume.
• Engage with attendees post-event to capitalize on business opportunities.
• Follow up with leads, agents and referral sources to ensure business growth and referral partner event attendance.
• Develop client retention strategies and follow-up procedures such as outreach and thank you notes.
• Stay current on market trends, lending products, and local real estate activity.
• Analyze market trends and competitor strategies to identify growth opportunities.
• Set and achieve business development targets for sales growth.
• Provide regular reports and activity tracker on business development activities and performance metrics.
• Update the CRM to track and document outreach activity, follow-ups, and new relationship metrics.
• Build and maintain a growing list of target real estate agents, ensuring consistent engagement and outreach.
• Travel locally as required to complete minimum number of face-to-face meetings with business partners and phone calls per week.

Qualifications and Skills:

• High School Diploma or equivalent.
• 2+ years of business development or sales experience in the mortgage, real estate, or financial services industry.
• Experience in an administrative or office management capacity.
• Experience running meetings and facilitating projects and events.
• Experience maintaining a professional network preferred.
• Proficiency in CRM software.
• Advanced networking and relationship-building skills.
• Excellent communication, collaboration and negotiation skills.
• Skilled at prioritizing and organization to manage multiple engagements weekly.
• Proficient with Microsoft Office (i.e. Word, Excel, Outlook, PowerPoint).

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.