Technical Oversight - Closing and Funding
Oversees loan closing and post-closing operations, managing third-party providers, developing scalable workflows/SOPs/QC, ensuring regulatory compliance and efficiency. Requires 10+ years mortgage expertise across loan types.
About the job
Key Responsibilities
- Develop and implement closing and post-closing workflows, SOPs, SLAs, checklists, and QC measures for high-quality loan closing and delivery.
- Access and enhance closing/post-closing systems for smooth file flow, quality, compliance, and efficiency.
- Oversee day-to-day operations with fulfillment partners for consistent loan delivery.
- Define and monitor productivity standards and performance goals (monthly, quarterly, annual).
- Conduct second-level reviews, handle exceptions/escalations for quality control and on-time funding.
- Hands-on pipeline monitoring, troubleshooting obstacles for seamless closings.
- Collaborate with loan officers to resolve closing/post-closing issues.
- Act as SME for decision-making and product improvement.
- Provide technical/guideline training and recommend improvements.
- Maintain understanding of mortgage closing/post-closing regulations for compliance.
Requirements
- 10+ years experience in closing/post-closing processes and managing teams across Conventional, Jumbo, NON-QM, GOVT loans (purchase/refinance).
- Proven track record developing workflows, training materials, SOPs, SLAs, QC measures.
- Proficiency configuring closing/post-closing systems for efficiency, quality, compliance.
- Proven leading decentralized teams.
- Experience managing strategic third-party fulfillment partners.
- Fintech mortgage product experience strongly preferred.
About You
- Expert knowledge of mortgage closing/post-closing, loan requirements, federal/state/regulatory guidelines.
- Visionary leader for scalable, modular infrastructure.
- Comfortable in regulated industry with compliance-first, performance-optimized approach.
- Customer-obsessed, highest standards.
- Scalable software-first mindset.
- Oversee multiple third-party partners for quality/on-time results.
- Strong, principled opinions; great ideas.
Benefits
- Meaningful early-stage equity.
- Top-tier medical, vision, dental (dependents).
- 401(k).
- Flexible time off.
- $2,000 hardware allowance.
- Annual off-sites.
- At-cost mortgages.
- In-office benefits (coming soon).
Skills
Mortgage Closing Processes, Post-Closing Operations, Regulatory Compliance, Workflow Development, SOPs, Slas, Quality Control, Third-Party Management, Fintech Platforms, Loan Systems Configuration
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