Description

CrossCountry Mortgage's Agent Success Manager is responsible for building, developing, and maintaining strong relationships with real estate agents and referral partners. This position focuses on consistent agent engagement, strategic relationship development, and identifying new opportunities to grow the company's referral network.

The Agent Success Manager will utilize CRM and Airtable tools to organize relationship activity, track targeted touchpoints, maintain accurate agent information, and measure engagement. This position works closely with Loan Officers, Marketing, and leadership to create meaningful agent experiences and support long-term referral relationships.

Responsibilities

$45

Qualifications
• 2+ years of business development, sales, mortgage, real estate, or financial services experience preferred.
• Mortgage industry experience strongly preferred.
• Strong relationship-building, networking, and communication skills.
• Comfortable with outbound prospecting and initiating new conversations.
• Highly organized with strong follow-up and time-management skills.
• Proficient with CRM/database management; Airtable experience preferred.
• Strong Microsoft Office skills.
• Ability to manage multiple relationships and prioritize high-value opportunities.
• Professional, confident, and personable presence.