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Branch Transition Specialist

April 30, 2026

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 Branch Transition Specialist at CrossCountry Mortgage, LLC is responsible for ensuring a seamless and successful onboarding process for new branch staff. The primary responsibility is to coordinate and assist in overseeing the sales, processing, and operations-related functions of the branch transition process. This role ensures that the new branch location operates efficiently and effectively from day one for up to 90 days.This position operates within the Mountain and Central working hours to support the Midwest Region.Job Responsibilities:<ul><li>Participate in one-on-one meetings with new branch managers and members of their team to discuss and set expectations for the onboarding process.</li><li>Identify each branch employee’s role to determine training requirements and collaborate with the Branch Training team to ensure enrollment. </li><li>Provide training and support to branch staff on operational procedures, systems, and compliance requirements.</li><li>Assign support regions to branches in Salesforce, temporarily assign and act as the Customer Support Manager in Salesforce for the branch up until 90 day transition.</li><li>Advise and provide support to branch team for ad hoc inquiries through communications and screenshares regarding processes, operations, etc., act as a point of contact for ongoing guidance and assistance during the transition period.</li><li>Gather key branch information needed for the onboarding process; outline specific items to be covered during the operations onboarding call.</li><li>Collaborate with internal departments to identify branch specific contact lists to be created and maintained for each branch.</li><li>Complete internal documentation and forms with branch information to be shared with internal departments as well as the Branch Manager and their management staff as needed.</li><li>Participate and lead branch onboarding calls and take meeting minutes to be shared with internal departments and stored in the applicable branch folder.</li><li>Act as conduit between the onboarding branch and internal departments.</li><li>Execute detailed transition plans to ensure each branch is meeting goals during their transition period.</li><li>Maintain accurate documentation of transition activities, including reports on progress, issues encountered, and resolutions implemented. </li><li>Prepare regular updates and communications for management, identifying and mitigating potential concerns and issues related to the branch transition process.</li><li>Conduct post-transition reviews and assessments to evaluate the effectiveness of transition processes and identify areas for improvement.</li><li>Implement best practices to enhance future branch transitions.</li><li>Up to 50% travel may be required.</li></ul>Qualifications and Skills:<ul><li>A minimum of 3 to 5 years of experience in mortgage operations and processing.</li><li>A minimum of 2 to 3 years of direct management experience, preferred.</li><li>Experience with profit and loss models and/or managing operations, preferred.</li><li>Proficient with Encompass.</li><li>Working knowledge of the mortgage lending function.</li><li>Proficient with Microsoft Office Suite.</li><li>Excellent communication, customer service, and collaboration skills.</li><li>Excellent prioritization and time management skills.</li><li>Excellent attention to detail and organizational skills.</li></ul>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. Salary Range: <ul><li>Annual Salary: $65,000-$75,000</li><li>The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position </li></ul><div>CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! <a href="https://crosscountrymortgage.com/about-us/careers/apply/" target="_blank" rel="noopener noreferrer">careersatccm.com</a> CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: <a href="http://mycrosscountrybenefits.com/" target="_blank" rel="noopener noreferrer">https://mycrosscountrybenefits.com</a>California residents: Please see CrossCountry’s <a href="https://crosscountrymortgage.com/ccpa/applicant/" target="_blank" rel="noopener noreferrer">privacy statement</a> 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 <a href="http://www.NMLSConsumerAccess.org" target="_blank" rel="noopener noreferrer">www.NMLSConsumerAccess.org</a>. </div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...