CrossCountry Mortgage, LLC logo

Retention Partner

Job Overview

Location

Remote USA

Job Type

Full-time

Category

Data Science

Date Posted

June 25, 2026

Full Job Description

đź“‹ Description

  • • Proactively identify and mitigate attrition risk among Mortgage Loan Officers using data-driven analysis of production metrics, system activity, and performance trends.
  • • Develop predictive models and trend analyses using internal systems such as Encompass, CRM platforms, and reporting tools to anticipate attrition before performance declines.
  • • Monitor Loan Officer activity indicators including declining application volume, reduced system usage, and changes in credit pull activity to detect early signs of disengagement.
  • • Design, maintain, and update dashboards and tracking mechanisms to highlight key attrition risk indicators such as production declines, reduced activity levels, and expiring retention incentives.
  • • Create executive-level reporting and data visualizations to communicate insights, risks, and actionable recommendations to leadership.
  • • Partner with Sales Leadership to interpret data trends and develop targeted, data-driven retention strategies aligned with business objectives.
  • • Evaluate the effectiveness of retention programs, incentives, and engagement initiatives using data-driven methodologies and outcome measurements.
  • • Initiate proactive outreach and conduct stay conversations with at-risk Loan Officers to understand sentiment, concerns, and career intentions.
  • • Build trusted relationships with Loan Officers to foster open and candid communication about workplace factors impacting retention.
  • • Provide recommendations and support resolution of concerns related to compensation, workload, tools, or team dynamics affecting employee engagement.
  • • Review and analyze stay interview and exit interview data to identify recurring trends and root causes of attrition.
  • • Collaborate with HR, Sales Leadership, and Operations teams to address systemic issues impacting employee retention and engagement.
  • • Handle sensitive and confidential employee information with strict discretion and professionalism.
  • • Apply familiarity with sales performance metrics in a commission-based mortgage lending environment to contextualize attrition risk and retention strategies.

🎯 Requirements

  • • Bachelor’s degree or equivalent relevant experience
  • • Experience in mortgage banking, retail lending, financial services, organizational development, or workforce analytics
  • • Experience with mortgage systems such as Encompass or similar LOS/CRM tools
  • • Experience conducting stay interviews, exit interviews, or employee engagement initiatives
  • • Experience handling sensitive and confidential information with discretion
  • • Familiarity with sales performance metrics in a commission-based environment

🏖️ Benefits

  • • Competitive compensation plan
  • • Robust benefits package including medical, dental, and vision coverage
  • • 401K plan
  • • Company-provided short-term disability
  • • Employee assistance program
  • • Wellness program

Skills & Technologies

Remote
Degree Required

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CrossCountry Mortgage, LLC logo
CrossCountry Mortgage, LLC
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About CrossCountry Mortgage, LLC

CrossCountry Mortgage is a national retail mortgage lender headquartered in Brecksville, Ohio. Licensed in all 50 states, it originates and funds conventional, FHA, VA, USDA, jumbo and specialty loan products for purchase and refinance transactions through its network of retail branches, wholesale and correspondent channels. Founded in 2003, the company operates as a direct lender and employs loan officers, processors and underwriters to provide end-to-end mortgage services to consumers, real estate professionals and builders.

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