Position Summary:
Responsible for oversight of the loan closing and funding team.
Duties and Responsibilities:
- Day-to-day supervision of the activities with the loan closing and funding areas.
- Preparation of accurate loan closing packages for in-house and secondary market loans within required regulatory timelines.
- Responsible for accurate loan fundings onto Marine Credit Union’s core system and balancing of various GL’s.
- Maintaining efficient member service and relationships.
- Plan and organize workload assignments of staff.
- Conduct 1 on 1’s and team meetings in conjunction with the Mortgage Processing Manager.
- Provide training and coaching to closing and funding team members.
- Complete audit responses applicable to closing documents and funding findings.
- Prepare and provide reporting as needed to Mortgage Processing Manager.
- Provide Quality Control prior to closing and post-closing.
- Ensure Final Title Policies are timely and accurate.
Knowledge, Skills, and Abilities:
- Knowledge of credit union operations focused on mortgage lending.
- Ability to provide critical feedback to all team members.
- Ability to influence, educate, and connect team and members to technology.
- Knowledge of laws and regulations related to Credit Union operations policies and procedures.
- Previous experience in customer service.
- Knowledge in Symitar, Salesforce, Encompass, and Synergy.
- Knowledge of Fannie Mae and Freddie Mac requirements.
- Leadership abilities including employee coaching and development for quality, performance, and results.
- Strong organizational skills with the ability to manage workflow, staffing needs, projects, and departmental priorities.
- Strong verbal and written communication skills.
Education and Experience:
- College Degree in Business, Finance, Math, Accounting, or related field desired.
- 5+ years of lending experience desired.
- 3+ years of supervisor/management experience desired.
Physical Requirements (with or without accommodation):
- Long periods of sitting will occur regularly.
- Occasional lifting and/or moving 15 lbs or less.
- Use of a computer and telephone required.
- Occasional bending, stooping, or crouching may be required.
This job description is not a complete statement of all duties and responsibilities comprising this position.
Oversee loan closing and funding, ensure accurate closings/fundings and QC, respond to audits, coach staff; 5+ years lending experience and 3+ years supervisory experience desired; college degree preferred; knowledge of mortgage regulations.
Key Responsibilities
- overseeing closings
- preparing packages
- providing training
Skills & Tools
Symitar, Salesforce, Encompass, Synergy
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Wisconsin, United States
- Languages: English
About Marine Credit Union
A credit union providing mortgage lending and financial services with a focus on member relationships and operational quality. — Industry: Finance