Team Lead
Caliber Funding LLC - Ontario, CA

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Responsible for management all functions of the Site’s assigned personnel and processes while maintaining Wholesale daily procedures and workflow; managing queues; delivering training based on reports and updating SOP’s.

  • Assists the ROM to maintain company set turn times.
  • Coordinates and manages daily work flow requirements with Regional Operations Managers and Underwriting Department when necessary.
  • Ensures Team communicates to internal staff, Brokers and AE’s verbally and in writing regarding status, issues or additional requirements for all Assigned Functions.
  • Ensures all assigned employees perform to company set standard productivity and customer service levels.
  • Conducts new and ongoing training for DIS, CRM, and Closers/Funders, leads staff meetings to communicate industry and company changes in order to maintain team unity and comprehension.
  • Responds to assigned post closing purchase deficiencies, Government Insuring and Tena reports within company set standards and implements additional training when applicable.
  • Adheres to all applicable compliance regulations.
  • Escalates issues when needed and follows directions from the ROM and the Director of National Wholesale Operations.

  • High school diploma or equivalent
  • 10+ years mortgage-related experience
  • 2-4 years loan closing and funding experience
  • 2-4 years management experience

  • Basic knowledge of loan documentation
  • Advanced computer sills, Excel and Outlook
  • Advanced mathematical skills
  • Excellent interpersonal, written and oral communication skills
  • Familiar with reading and interpreting insurance policies, tax information, prelims, appraisals and settlement statements
  • Knowledge of MDIA, RESPA and REG Z disclosure requirements
  • Strong attention to detail and organization skills
  • Ability to work in a fast-paced environment

  • Accountability
  • Communication
  • Innovation
  • Integrity/Honesty
  • Teamwork