Post Closing Investor Team Lead
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Job Description
Post Closing Investor Team Lead managing mortgage loan purchase conditions and investor escalations. Leading post-closing operations for CrossCountry Mortgage, a distributed retail mortgage lender.
Responsibilities:
- Manage the day-to-day tasks of the Post Closing Team.
- Serve as the first level escalation point for general questions, additional file reviews, and loan-level decisions.
- Review and balance team loan assignments and task load.
- Provide employee development and performance coaching in one-on-one meetings.
- Assist with onboarding and training new hires and existing employees.
- Monitor team performance metrics and report documentation accuracy, timeliness, and compliance to management.
- Suggest process improvements to increase efficiency, accuracy, and compliance.
- Review production and processes to identify trends for the Investor Suspense Manager.
- Pull daily investor reporting to identify suspended loans and load balance files as needed.
- Assist with Post Closing Team tasks and responsibilities as necessary.
- Review and obtain investor clarification to determine acceptable cures for defects.
- Monitor daily investor condition reports for suspended-loan updates and new conditions.
- Monitor loan time on warehouse lines and advise the Investor Suspense Manager of potential curtailment risk.
- Monitor the pipeline to ensure shipped loans are conditioned or purchased promptly.
- Provide assigned-loan status updates to the Post Closing Management Team.
- Ensure investor guidelines are followed and suspense fees are avoided.
- Review and approve team check requests as applicable.
- Ensure the Post Closing Team meets monthly purchased-loan goals.
Requirements:
- High School Diploma or equivalent.
- 4+ years’ experience in a Post Closing role.
- 2+ years’ experience in a Team Lead or Senior Post Closing role.
- Experience working in Encompass, preferred.
- Extensive knowledge of regulatory rules and regulations.
- Thorough knowledge of agency and investor guidelines and overlays.
- Experience working with various loan programs and addressing investor conditions and exceptions.
- Excellent communication skills.
- Excellent customer service skills with internal employees and external vendors.
- Excellent analytical and problem-solving skills to determine solutions and identify alternative resolutions within acceptable guidelines.
- Excellent attention to detail and organizational skills.
- Skilled at prioritizing to complete multiple tasks within established deadlines.
- Skilled at making decisions independently.
- 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
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