Team Lead
Caliber Funding LLC - Sacramento, 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.

RESPONSIBILITIES

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.

REQUIRED EDUCATION/EXPERIENCE

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

Accountability

Communication

Innovation

Integrity/Honesty

Teamwork

Caliber Funding LLC - 2 years ago - save job