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PylonPylonUnited States

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.

Salary not listed
Remote10+ YOEFinance & Accounting

About the role

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 ProcessesPost-Closing OperationsRegulatory ComplianceWorkflow DevelopmentSOPsSlasQuality ControlThird-Party ManagementFintech PlatformsLoan Systems Configuration

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