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Mortgage Coaching Jobs in Indiana (NOW HIRING)

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Mortgage Operations Manager

Fishers, IN · On-site

$75 - $110/hr

Overview Join Our Team as a Mortgage Operations Manager! Are you ready to take your career to the ... Provide coaching, recognition, and communication to foster strong team performance and ...

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Mortgage Coaching information

What is mortgage coaching?

Mortgage coaching is a service where experienced professionals guide individuals or businesses through the home loan process. A mortgage coach helps clients understand different mortgage options, improve their credit profiles, and develop strategies to qualify for the best possible loan terms. They provide personalized advice, answer questions about the lending process, and support clients in making informed decisions. This coaching can be beneficial for both first-time homebuyers and those looking to refinance or invest in real estate.

What are some typical challenges faced by mortgage coaches when helping clients navigate the loan approval process?

Mortgage coaches often encounter challenges such as helping clients understand complex loan requirements, addressing credit issues, and managing expectations about loan eligibility. They must stay up-to-date with changing lending regulations and effectively communicate these changes to clients in an easy-to-understand manner. Building trust and rapport is key, as clients may feel overwhelmed or anxious about financial decisions, so strong interpersonal skills and patience are essential for success in this role.

What are the key skills and qualifications needed to thrive as a mortgage coach, and why are they important?

To thrive as a Mortgage Coach, a strong background in mortgage lending, financial analysis, and industry regulations is essential, often supported by experience in mortgage origination or loan processing. Familiarity with loan origination systems (LOS), customer relationship management (CRM) tools, and relevant certifications such as NMLS are typically important. Outstanding communication, mentorship, and problem-solving skills help build trust with clients and support their professional growth. These skills and qualities are vital for ensuring compliance, optimizing client outcomes, and fostering success within the mortgage industry.

What is the difference between Mortgage Coaching vs Mortgage Loan Officer?

AspectMortgage CoachingMortgage Loan Officer
CredentialsTypically no formal licensing, but may have certifications in coaching or financeRequires state licensing and NMLS registration
Work EnvironmentOne-on-one coaching sessions, often remotely or in-personBank, credit union, or mortgage brokerage offices, and client meetings
Primary FocusGuiding clients through mortgage options, improving financial readinessOriginate, evaluate, and process mortgage loan applications
Industry UsageUsed by mortgage professionals to support clients' financial literacyCore role in mortgage lending institutions

Mortgage Coaching focuses on educating and guiding clients to make informed mortgage decisions, often without direct involvement in loan processing. In contrast, Mortgage Loan Officers actively originate and process mortgage applications, requiring licensing and direct lender engagement. Both roles serve the mortgage industry but have distinct responsibilities and credentials.

What are popular job titles related to Mortgage Coaching jobs in Indiana?

For Mortgage Coaching jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Mortgage Coaching jobs in Indiana look for?

The top searched job categories for Mortgage Coaching jobs in Indiana are:

What cities in Indiana are hiring for Mortgage Coaching jobs?

Cities in Indiana with the most Mortgage Coaching job openings:

Mortgage Coaching jobs near you
Infographic showing various Mortgage Coaching job openings in Indiana as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Licensed Loan Officer Assistant

CrossCountry Mortgage

Mishawaka, IN • On-site

$34K - $46K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 9 days ago

CrossCountry Mortgage rating

7.4

Company rating: 7.4 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

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 Loan Partner is responsible for managing all incoming leads, supporting the Loan Officer through the pre-approval process, maintaining accurate lead tracking, and delivering a high-touch client experience from first contact through contract. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced mortgage environment.
Job Responsibilities:
  • Answer and schedule incoming calls; notify agents of new leads immediately and return lead calls within 20-30 minutes.
  • Take high-level applications when possible and confirm all appointments one day prior.
  • Provide borrowers with documentation lists, application links, and initial guidance.
  • Review income, assets, and credit at a high level and issue accurate Pre-Approval Letters (with permission).
  • Create Mortgage Coach TCAs, schedule appointments, and document all notes in the calendar and Conversation Log.
  • Update referring agents on appointment details, deal viability, pricing, financing type, and seller-paid needs.
  • Add all leads and referral sources to the LO's honor call list for same-day outreach.
  • Enter all leads into the Lead Tracker and maintain consistent follow-up until an appointment is set.
  • Support Wednesday follow-ups after pre-approval and update referral partners after each contact attempt.
  • Keep Lead Tracker fully updated with accurate statuses and coordinate tasks with Team LP1s.
  • Review Lead Tracker activity in team meetings and maintain an 80%+ lead-to-application conversion rate.
  • Schedule client meetings, collect documentation, and manage borrower expectations through contract.
  • Create open house flyers, listing sheets, and assist with Total Expert marketing materials. Support team and office events with preparation and coordination.

Qualifications and Skills:
  • 3+ years of residential mortgage experience involving borrower qualification and pre-approval review.
  • Experience reviewing automated underwriting findings through DU and LPA.
  • Experience with Encompass, preferred.
  • Experience with Blend, mortgage CRM platforms, and Mortgage Coach or similar presentation software, preferred.
  • Active NMLS license or commitment to obtain NMLS.
  • Knowledge of conventional, FHA, and VA lending guidelines.
  • Proficiency in calculating and evaluating income, assets, reserves, credit, liabilities, and debt-to-income ratios.
  • Skilled in independently analyzing files and clearly explaining the reasoning behind the recommended loan structure with concise rationale.
  • Excellent verbal and written communication skills.
  • Excellent prioritization and time-management skills.
  • Skill in managing multiple active files, changing priorities, and time-sensitive offer requests without sacrificing accuracy.
  • Demonstrated ownership, sound judgment, and willingness to escalate concerns early.
  • Excellent attention to detail and pattern recognition skills to identify inconsistencies and trends.
  • Skilled in exercising measured, sound judgment under pressure and communicating decisions clearly to internal partners, borrowers and Realtors by phone, email, and video.

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! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com
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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