Post Closing Investor Team Lead

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

📋 Description

• Oversee the daily operations of the Post Closing Team.

• Act as the primary escalation point for general inquiries, additional file assessments, and loan-level decisions.

• Assess and balance the loan assignments and workload of the team.

• Provide coaching for employee development and performance during one-on-one meetings.

• Aid in the onboarding and training of both new hires and existing staff.

• Track team performance metrics and report on documentation accuracy, timeliness, and compliance to management.

• Propose process enhancements to boost efficiency, accuracy, and compliance.

• Analyze production and processes to identify trends for the Investor Suspense Manager.

• Generate daily investor reports to identify suspended loans and manage file balancing as necessary.

• Assist with the duties and responsibilities of the Post Closing Team as required.

• Review and seek investor clarification to establish acceptable solutions for defects.

• Monitor daily investor condition reports for updates on suspended loans and new requirements.

• Observe loan duration on warehouse lines and inform the Investor Suspense Manager about potential curtailment risks.

• Keep an eye on the pipeline to ensure that shipped loans are conditioned or purchased in a timely manner.

• Provide status updates on assigned loans to the Post Closing Management Team.

• Ensure adherence to investor guidelines and avoid suspense fees.

• Review and approve team check requests when applicable.

• Guarantee that the Post Closing Team meets its monthly purchased-loan objectives.

⛳️ Requirements

• High School Diploma or equivalent qualification.

• Minimum of 4 years’ experience in a Post Closing position.

• At least 2 years’ experience in a Team Lead or Senior Post Closing role.

• Familiarity with Encompass is preferred.

• In-depth understanding of regulatory rules and regulations.

• Comprehensive knowledge of agency and investor guidelines and overlays.

• Experience with various loan programs and addressing investor conditions and exceptions.

• Strong communication skills.

• Exceptional customer service abilities with both internal employees and external vendors.

• Excellent analytical and problem-solving skills to find solutions and identify alternative resolutions within acceptable parameters.

• Keen attention to detail and strong organizational skills.

• Ability to prioritize tasks effectively to meet established deadlines.

• Proficient in making independent decisions.

• Proficient in Microsoft Office Suite.

• Must be eligible to work in the United States based on the employer-selected location, “Remote USA.”

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• 401K

• Company-provided short-term disability

• Employee assistance program

• Wellness program

• Robust benefits package

• Career development and employee upskilling opportunities