Closing Team Lead

About the Role

The Mortgage Closing Team Lead leads a high-functioning closing team that is responsible for preparing loan documents for closing, ordering wires, balancing Housing and Urban Development loans (HUD’s), preparing loans for post-closing, and auditing files to ensure all documents have been signed correctly. Monitors daily closing reports and works on process improvements to enhance turn times.

This is a full time role that will report into the Director of Compliance and can be based out of our Austin, TX or San Diego, CA offices or have the option to be remote.

What You’ll Do Here:

• Current knowledge of TRID with the ability to calculate fee tolerance cures and the correct waiting period is accurate.
• Interview, hire, onboard, train, direct, lead and manage daily activities of a team of mortgage loan closers
• Daily pipeline management to meet mortgage funding goals and metrics
• Assist, mentor and motivate team members to meet or exceed daily, monthly, quarterly, and yearly goals, KPIs and SLAs
• Enforce adherence to investor guidelines and state and federal regulations to ensure the future salability of mortgage loans
• Serve as escalation point for loan level issues in a professional manner
• Contribute to the ground-up build-out of our mortgage closing workflow
• Collaborate with internal teams to create solutions for challenging scenarios
• Foster a team environment that is in line with Orchard Values and Culture
• Assess current team processes and procedures, identify opportunities for improvement, and implement them to maintain accurate loan files, closing disclosures, and closing documents
• Collaborate with cross-functional leaders/teams and Director of Mortgage Operations to continuously iterate on and improve upon processes
• Track, analyze, and communicate team and individual performance data
• Identify knowledge gaps within the team and develop a plan to fulfill them

We’d Love to Hear From You if You Have:

• 1+ years of closing management experience
• 4+ years of experience in high volume purchase mortgage loan closing
• Ability to manage and monitor the performance of others and provide quality coaching to improve performance
• Strong problem-solving, organizational, and project management skills
• Expert knowledge of mortgage systems
• Superior customer services skills
• Experience with outsourcing fulfillment closing services preferred
• Experience managing teams located both inside and outside the US preferred
• Excellent communication skills, both written and verbal, in relating to internal and external clients
• Ability to thrive in a fast-paced, high production environment
• The drive to build something new that will change the real estate industry

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