Post Closing Investor Team Lead
Core
Lead a team of Post Closers to resolve investor conditions and exceptions, manage loan escalations, and ensure timely purchase of loans for various investors.
Role type
Senior IC Post Closing Team Lead
Builds
Mortgage loan files ready for purchase by investors
Domain
Mortgage lending / Real estate finance
Deliverable
product features
Required skills
Loan file review, investor condition resolution, team management, regulatory compliance, process improvement, data analysis, Microsoft Office Suite
Preferred skills
Encompass platform experience
Responsibilities
Manage day-to-day tasks of the Post Closing Team; Serve as first level escalation point for the team; Review and balance loan assignments and task load; Monitor team performance metrics and report on accuracy and compliance; Suggest process improvements to increase efficiency; Review production to identify trends; Pull daily investor reporting to identify suspended loans; Review and obtain clarification from investors to cure defects; Monitor warehouse line loans for curtailment risk; Ensure team meets monthly purchased loan goals.
Seniority
Senior, hands-on IC with team leadership