Loan Support Manager

5 days ago


San Clemente, California, United States CMG Financial Full time
Job Overview

CMG Financial is seeking a highly organized and detail-oriented Loan Support Manager to support a top-producing Loan Officer in the San Clemente, CA area. The successful candidate will oversee and manage production and pipeline for the Loan Officer, ensuring timely completion of loan files and maintaining exceptional customer service.

Key Responsibilities:

  1. Manage pipeline for current month and goal projections for the next month(s).
  2. Partner with Branch Manager and LO daily for status on active files closing < 14 days.
  3. Pipeline calls daily for status on active files closing < 14 days.
  4. Work the rate lock pipeline – CD order Pipeline.
  5. Work with Branch Manager and LO on Accepted Close dates.
  6. Partner with processing to achieve 48-96 hour CTCs.
  7. Partner with Branch Manager and LO with loan structure and correct documentation based on structure.
  8. Partner with Branch Manager on personal production goals.
  9. Partner with Processors on problem files through to conclusion – this is very broad as it could take hours/days to solve the issue with the loan.
  10. Troubleshoot Suspended loans to Approved or Decline.
  11. Ensure service level agreements on all loans are met as required.
  12. Assign loan files to the processors.
  13. Partner with LO to clean up aged loans in the pipeline.
  14. Follow up with post-closing gifts, notes and quarterly follow up on how the homeowner is doing.
Qualifications and Experience

The ideal candidate will have:

  • 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.
Compensation and Benefits

CMG Financial offers a competitive base salary ranging from $75,000 - $100,000, plus bonus potential. Factors influencing base salary include Underwriting, Loan Processing, Marketing, and overall mortgage experience. NMLS license, number of years worked in mortgage industry, types of roles performed, computer skills, experience specific to working with mortgage lenders, and education.

Working Conditions

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.



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