Team Leader – HELOC
Posted 1 month ago
You'll complete your application on Extend Your Team's career site.
About the Role
We are looking for a proficient Team Leader to direct HELOC operations for our clients. Our organization focuses on assembling distributed, effective teams for rapidly expanding businesses, supplying independent experts who integrate easily into client processes to facilitate operational scaling. This position provides a chance to participate in a financially robust environment, collaborating with premier investors to support the growth of venture-backed startups and mid-market companies in the financial services industry. You will be instrumental in upholding high operational standards, ensuring that performance metrics and service level agreements are upheld. The role requires leading a remote group, coordinating shifts across various time zones, and guaranteeing efficient completion of document processing work. This is a perfect position for a veteran mortgage professional eager to apply their knowledge in a management role within a collaborative, remote structure that prioritizes strategic advancement and quantifiable results.
Requirements
- You need a minimum of five years of professional experience with US mortgage or loan procedures, with at least two of those years spent in a supervisory or management role.
- You must demonstrate thorough, practical knowledge of vesting, deeds of trust, liens, and HELOC refinancing.
- A bachelor's degree or equivalent professional background in the financial services sector is mandatory.
- You must be prepared to work between 9 AM and 7 PM US Pacific time and utilize software for tracking your time.
- Strong written communication skills in English and the capability to work alongside external and internal partners—including title companies, county recorders, and compliance or legal teams—are vital.
- You are expected to be proficient in using email, Google Drive, and various task management tools.
Responsibilities
- You will assume complete responsibility for your team's quality standards, escalation processes, and service level agreements.
- Your main tasks involve mentoring and supervising personnel within a loan, title, or mortgage operations setting to maintain superior levels of productivity and performance.
- You will oversee the verification of security documents for accuracy and validate client-supplied materials during the account setup phase.
- You will manage the submission of security filings to public agencies, aid in drafting account closure documentation, and provide support to other teams regarding record-keeping and document requests.
- Coordinating scheduling across various time zones is a key responsibility, along with cultivating professional connections with compliance personnel, legal teams, and outside partners like county recorders and title firms.
Benefits & Perks
- The position is entirely remote and offers flexibility regarding time zone coverage planning.
- You will engage with a well-funded organization backed by leading investors.
- The role includes potential opportunities for involvement in automation projects and the creation of AI-powered bots.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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