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Post-Closing Operations Manager
2 months ago
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.