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Post-Closing Operations Manager

2 months ago


Horsham, Pennsylvania, United States Lakeview Loan Servicing Full time

Position Overview:

The Post-Closing Operations Manager is tasked with overseeing a team of Conventional Post Closers and Document Specialists. This role involves leveraging management reports and facilitating team meetings to ensure that the post-closing process is both consistent and optimized among team members. A portion of the post-closing staff may be located offshore.

Key Responsibilities:

  • Oversee the workflow and productivity of the Conventional Post Closers and Document Specialists.
  • Ensure that the pipeline for Conventional Post Closers and Document Specialists adheres to service level agreements (SLAs) while meeting the accuracy and timeliness mandated by regulatory standards and internal policies.
  • Lead training initiatives and develop job aids for Conventional Post Closers and Document Specialists in collaboration with the training department.
  • Onboard new team members on the company’s loan origination system and manage the performance of direct reports.
  • Analyze management reports to enhance processes and guarantee that SLAs are consistently met.
  • Act as the subject matter expert for conventional post-closing and document procurement, providing guidance to both internal and external stakeholders.
  • Ensure that Conventional Post Closers and Document Specialists execute all tasks with precision and adjust their work quality based on quality assurance and quality control results.
  • Address inquiries from Internal Audit, Quality Assurance, Quality Control, and monthly audit findings on a loan level as required.
  • Manage timekeeping, overtime, and performance evaluations for direct reports.
  • Provide leadership and direction to the team; articulate the vision for the group and cultivate essential skills.
  • Collaborate with management to identify and implement new workflows and processes that enhance the efficiency and quality of conventional loan reviews, document procurement, and perfection.
  • Work closely with Sales and Operations teams to rectify origination defects that hinder investor purchases or lien perfection.
  • Recruit, interview, and onboard new personnel as necessary.
  • Conduct regular team meetings to ensure staff are updated on new policies and procedures, while also identifying training needs and requests.
  • Perform other duties as assigned.

Qualifications:

  • Extensive knowledge of mortgage origination regulatory and investor requirements.
  • Proactive approach with the ability to motivate staff and maintain high production and morale.
  • Strong analytical skills with the capability to identify root causes of issues and propose effective solutions.
  • Ability to meet deadlines across multiple tasks in a fast-paced environment.
  • Minimum of 2 years of experience in mortgage origination, with at least one year in compliance or redisclosure teams.
  • Proficient in coaching, leading, and training direct reports.
  • Management experience is preferred.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).

Certifications, Licenses, and/or Registration:

  • While not mandatory, NMLS licenses are preferred to enhance understanding of SAFE requirements for the business unit.