Mortgage & Installment Booking Team Lead
Core
Oversees daily booking and paid loan processing for mortgage and consumer loans, ensuring accurate daily boarding of loans and collateral releases.
Role type
Team Lead, Loan Operations (Mortgage & Installment)
Builds
Operational efficiency and data integrity in loan boarding and paid processing workflows
Domain
Banking / Mortgage Lending / Loan Servicing
Required skills
Supervision and mentoring, Quality control, Process improvement, Regulatory compliance, Data management, Team training, Performance management, System troubleshooting, Change management, Microsoft Office proficiency
Preferred skills
Subject matter expertise in boarding and paid processing, Ability to lead change initiatives
Technologies
CSI, Center Doc, Center View, Encompass/CCMC, Image Research/Network, Digiark, Data Warehouse, MERS
Responsibilities
Oversees daily booking of mortgage and consumer loans, Oversees daily paid loan processing and collateral release, Performs quality control checks and resolves discrepancies, Provides guidance on procedures and regulatory requirements, Completes performance reviews and sets SMART goals, Assists with interviewing and training new associates, Identifies process inefficiencies and recommends improvements, Supports testing for system updates and new product implementations
Seniority
Mid-Senior, Hands-on Team Lead