Technical Oversight - Processing

Technical Oversight - Processing

About the Role

Seeking a Technical Oversight - Processing with deep mortgage operations experience and strong independent judgment. Act as a senior operational partner to originating customers, owning issue resolution end-to-end and ensuring loans move cleanly, compliantly, and predictably through the lifecycle. Collaborate with underwriting, processing, product, and engineering to reduce errors and improve workflows.

Key Responsibilities

Client & Origination Ownership

• Act as operational point of contact for originating customers, owning issue resolution from identification through closure
• Guide customers through the full loan lifecycle, providing clear direction on requirements, timelines, disclosures, and next steps
• Own operational health of assigned loans end-to-end, ensuring files progress on schedule and close on time
• Proactively manage customer expectations to reduce escalations

Operational Judgment & Risk Prevention

• Independently evaluate loan scenarios to identify risks before escalation
• Catch missing, inconsistent, or incorrect inputs that could lead to delays or rework
• Provide firm guidance to customers on corrections and process adherence

Cross-Functional Collaboration

• Partner with underwriting, processing, and closing teams for clean handoffs
• Serve as trusted escalation point for complex issues
• Coordinate with third-party vendors

Systems & Product Feedback

• Identify recurring patterns, edge cases, and workflow gaps
• Collaborate with Product and Engineering on requirements and automation
• Contribute mortgage insight to improve systems

Documentation & Quality

• Maintain clear documentation of interactions and decisions
• Ensure communications align with regulatory and operational standards

Qualifications

• 7+ years of mortgage industry experience in processing, underwriting, or similar
• Direct experience working loans from application through CTC and closing
• Hands-on experience with mortgage disclosures (LEs, CDs), TRID timing, tolerances
• Ability to sanity-check loan structure (LTV, eligibility, compliance)
• Prior experience as escalation point for brokers, borrowers, or loan officers
• Comfortable in fast-moving, ambiguous environments
• Excellent communication skills
• High attention to detail and strong problem-solving

Benefits

• Meaningful early-stage equity
• Top-tier medical, vision, dental
• 401(k)
• Flexible time off
• $2,000 hardware allowance
• Annual off-sites
• At-cost mortgages