Team Lead, Pre-Closing Operations

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

📋 Description

• Oversee, mentor, train, and nurture the development of Processing Specialists and Associates.

• Facilitate performance discussions, coaching sessions, and quality assessments.

• Aid in onboarding, cross-training, and workforce planning initiatives.

• Supervise daily processing queues and manage team workloads.

• Track pipeline performance, aging reports, and compliance with service level agreements.

• Prioritize tasks and redistribute resources to align with business needs.

• Address operational challenges and propose solutions for efficiency enhancements.

• Ensure adequate staffing levels and maintain business continuity.

• Conduct quality reviews and audits to ensure accuracy and compliance.

• Detect trends, defects, and opportunities for training improvements.

• Ensure compliance with controls, policies, procedures, and regulatory standards.

• Collaborate with management to implement corrective measures and process enhancements.

• Uphold documentation standards and ensure operational consistency.

• Act as the escalation point for both internal and external stakeholders.

• Facilitate communication with lenders, investors, builders, contractors, and project stakeholders.

• Collaborate with Client Relationship Managers and Operations leadership to resolve issues and enhance the client experience.

• Engage in client meetings and operational reviews.

• Evaluate production metrics, quality outcomes, and team performance indicators.

• Identify opportunities for automation and process improvements.

• Prepare operational reports and present performance trends to management.

• Assist with the introduction of new products, procedures, and technology solutions.

• Support organizational growth and enhance operational scalability.

⛳️ Requirements

• Minimum of 3 years of experience in mortgage operations, construction lending, fund control, processing, loan operations, risk management, or other related financial services operations.

• At least 1 year of formal or informal leadership experience.

• Strong knowledge of processing workflows, operational controls, and quality management systems.

• Proven experience supervising production-focused teams in a service-oriented environment.

• Advanced skills in Microsoft Excel, Outlook, and various reporting tools.

• Excellent communication, organizational, and problem-solving abilities.

• Experience in construction lending, inspections, or risk mitigation services is preferred.

• Familiarity with working in distributed or offshore team environments is preferred.

• Lean, Six Sigma, or process improvement experience is preferred.

• Exposure to project management is preferred.

• A Bachelor's degree in Business, Finance, Operations, or a related field is preferred.

• Ability to remain informed about regulations and industry practices that impact compliance and decision-making.

🏝️ Benefits

• 401(k) plan with company matching.

• Comprehensive medical, dental, and vision insurance plans.

• Tax-free Flexible Spending Account.

• Life insurance coverage.

• Short-term disability coverage.

• Long-term disability coverage.

• Generous paid time off.

• Company holidays.

• Employee training programs.

• Inclusive workplace culture.

• Fair and impartial hiring, training, and advancement opportunities.