Escrow Holdback Team Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the daily operations of the EHB team, ensuring exceptional customer service and compliance with service level agreements.

• Provide guidance and solutions for escalated loan files and inquiries at the loan level while managing the workflow for Post-Closing Escrow Holdback processes.

• Distribute and balance workflow, conduct performance evaluations for staff, oversee timecard management, and enhance overall team productivity and compliance.

• Collaborate with various departments to address issues and support organizational initiatives.

• Monitor and manage daily pipelines to maximize productivity, balance workloads, ensure service level agreements are fulfilled, and maintain adherence to CCM policies and loan approval standards.

• Act as a liaison between CCM branches, loan officers, clients, and external vendors.

• Ensure comprehensive review of all necessary documents to facilitate disbursements.

• Oversee the loan disbursement process and offer guidance to Escrow Holdback Specialists.

• Track undeliverable loans and rate lock expiration dates to ensure timely extension requests and re-locking of loans.

• Manage and oversee Agency Close Outs of Escrow Holdbacks.

• Conduct weekly meetings and perform monthly audits to ensure precision, completeness, and compliance.

• Collaborate with CCM Accounting for fund disbursement reconciliation.

• Oversee employee timecard adjustments and manage PTO approvals.

• Complete and facilitate employee performance evaluations.

• Communicate any suggested updates or revisions to the Escrow Holdback Policies and Procedures to the Insuring and Escrow Holdback Manager.

• Report on operational trends and recurring challenges.

• Maintain a limited pipeline of loans to aid workflow management and ensure balanced team coverage.

• Provide training and onboarding assistance to new staff members.

⛳️ Requirements

• High School Diploma or equivalent.

• Minimum of 3 years of experience in mortgage lending.

• Supervisory experience is preferred.

• Familiarity with Encompass is preferred.

• Outstanding communication skills.

• Strong problem-solving abilities.

• Excellent mathematical and analytical skills.

• Exceptional prioritization and time management capabilities.

• Proficient in Microsoft Outlook, Excel, Word, and Windows.

🏝️ Benefits

• Medical

• Dental

• Vision

• 401K

• Company-provided short-term disability

• Employee assistance program

• Wellness program