Entry Level Mortgage Specialist Jobs
New grad mortgage specialist jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or coursework in finance and lending can matter more than a long resume. Most openings are on-site roles across Banking & Financial Services and Insurance, with employers like Navy Federal Credit Union, Truist, and AD Mortgage hiring at this level now.
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Showing 5 of 8+ Entry Level Mortgage Specialist jobs
INTRODUCTION
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 Bilingual Mortgage Lead Specialist is responsible for contacting incoming leads, gathering basic borrower information, and connecting qualified clients with a Loan Officer. This role requires comfort with phone-based communication, a customer-focused approach, and an interest in professional growth within the mortgage industry.
JOB RESPONSIBILITIES
- Contact inbound and outbound leads by phone in a timely and professional manner.
- Gather basic borrower information.
- Identify borrower needs and connect qualified prospects with a Loan Officer.
- Schedule appointments and maintain follow-up tasks in the CRM.
- Accurately document lead status, call outcomes, and next steps.
- Manage a high volume of calls while maintaining strong customer service.
- Support the loan team by helping move leads through the early stages of the process.
- Follow company procedures and communication standards.
- Participate in training and development with the goal of obtaining a mortgage license.
QUALIFICATIONS AND SKILLS
- High school diploma or equivalent.
- 1+ years of experience in customer service, sales, telemarketing, or lead conversion, preferred.
- Experience working with a diverse range of clients, including veterans and active-duty service members, preferred.
- Comfortable asking questions, gathering information, and handling objections.
- Excellent customer service, communication, and phone skills.
- Highly detail-oriented, organized, with excellent follow-up skills.
- Basic proficiency in Microsoft Office and CRM systems.
- Willingness to obtain a mortgage license.
- Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
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!
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package:
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.
INTRODUCTION
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 Bilingual Mortgage Lead Specialist is responsible for contacting incoming leads, gathering basic borrower information, and connecting qualified clients with a Loan Officer. This role requires comfort with phone-based communication, a customer-focused approach, and an interest in professional growth within the mortgage industry.
JOB RESPONSIBILITIES
- Contact inbound and outbound leads by phone in a timely and professional manner.
- Gather basic borrower information.
- Identify borrower needs and connect qualified prospects with a Loan Officer.
- Schedule appointments and maintain follow-up tasks in the CRM.
- Accurately document lead status, call outcomes, and next steps.
- Manage a high volume of calls while maintaining strong customer service.
- Support the loan team by helping move leads through the early stages of the process.
- Follow company procedures and communication standards.
- Participate in training and development with the goal of obtaining a mortgage license.
QUALIFICATIONS AND SKILLS
- High school diploma or equivalent.
- 1+ years of experience in customer service, sales, telemarketing, or lead conversion, preferred.
- Experience working with a diverse range of clients, including veterans and active-duty service members, preferred.
- Comfortable asking questions, gathering information, and handling objections.
- Excellent customer service, communication, and phone skills.
- Highly detail-oriented, organized, with excellent follow-up skills.
- Basic proficiency in Microsoft Office and CRM systems.
- Willingness to obtain a mortgage license.
- Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish.
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!
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package:
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.
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Top Industries Hiring
- Banking & Financial Services
- Insurance
Entry Level Mortgage Specialist Jobs: Frequently Asked Questions
How do I get an entry level mortgage specialist job?
Employers hiring at the entry level look for candidates with a basic understanding of loan products, lending regulations, and borrower documentation. Coursework in finance, banking, or real estate gives you a foundation, and any internship or customer-facing experience in financial services strengthens your application. A state mortgage loan originator license or active enrollment in the licensing process is a standout credential that many entry level postings reward.
Which companies hire entry level mortgage specialists?
Companies hiring entry level mortgage specialists right now include Navy Federal Credit Union, Truist, and AD Mortgage, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a wide range of employers, including regional banks, credit unions, independent mortgage companies, and large national lenders that run structured onboarding programs for candidates new to the field.
Are there remote entry level mortgage specialist jobs?
Yes, though on-site and hybrid roles still make up the majority at the entry level. About 25% of entry level mortgage specialist openings are remote or hybrid as of November 2026, reflecting the shift toward digital loan processing and virtual client consultations across the mortgage industry. Filtering by work setting on Migrate Mate lets you see which current openings match your preference.
Are these new grad mortgage specialist jobs?
Yes, these listings include new grad, recent graduate, and junior mortgage specialist roles. A posting is new-grad friendly when it welcomes zero to two years of experience, counts internships or practicum work toward qualifications, or accepts a strong academic background in place of direct work history. Look for language like "will train," "entry level," or "no prior mortgage experience required" as reliable signals that a role suits a new grad applicant.
Which industries hire the most entry level mortgage specialists?
Entry Level mortgage specialist roles concentrate in Banking & Financial Services and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at the entry level because they process high volumes of purchase and refinance loans and rely on growing their specialist teams with candidates they can train on proprietary systems and compliance standards from the start.