Loan Support Production Manager

4 weeks ago


San Clemente, California, United States CMG Financial Full time
Job Title: Loan Support Production Manager

CMG Financial is seeking a highly skilled Loan Support Production Manager to join our team. As a key member of our operations team, you will be responsible for supporting a top-producing Loan Officer in the San Clemente, CA area.

Key Responsibilities:
  • Manage pipeline for current month and goal projections for the next month(s).
  • Partner with Branch Manager and LO daily for status on active files closing < 14 days.
  • Pipeline calls daily for status on active files closing < 14 days.
  • Work the rate lock pipeline - CD order Pipeline.
  • Work with Branch Manager and LO on Accepted Close dates.
  • Partner with processing to achieve 48-96 hour CTCs.
  • Partner with Branch Manager and LO with loan structure and correct documentation based on structure.
  • Partner with Branch Manager on personal production goals.
  • Partner with Processors on problem files through to conclusion.
  • Troubleshoot Suspended loans to Approved or Decline.
  • Ensure service level agreements on all loans are met as required.
  • Assign loan files to the processors.
  • Partner with LO to clean up aged loans in the pipeline.
  • Follow up with post-closing gifts, notes and quarterly follow up on how the homeowner is doing.
Requirements:
  • 5+ years of experience in mortgage industry preferably with processing, underwriting and some marketing.
  • Highly prefer candidate with Underwriting experience.
  • An active NMLS license preferred - sponsorship will be provided if you do not currently possess a license.
  • Exceptional organization and customer service skills.
  • Experience with BYTE preferred.
  • Proficient in Microsoft Office, Word, Excel, Outlook, etc.
  • Excellent communication skills both written and oral.
  • Ability to work in a fast-paced fluid environment.
  • High level of integrity and confidentiality required.

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