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
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
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
REQUIRED ORGANIZATIONAL COMPETENCIES
Caliber Funding LLC - 2 years ago