Team Lead, Mortgage Processing

Team Lead, Mortgage Processing-2402700

Description

Job Summary

Under supervision, specialized knowledge and skills obtained through training and experience are used to process commercial and / or retail loans and prepare closing documents.

As a Team Lead, provides day-to-day direction in leading the work tasks of team members and providing training in policies and procedures.

Assists leadership in handling complex and escalated issues. Guidance is provided to perform varied work that is somewhat difficult requiring some evaluation, originality and ingenuity to make moderately complex decisions.

Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems.

Essential Duties and Responsibilities

• Provides day-to-day direction in leading the work tasks of team members and providing training in policies and procedures.
• Works with leadership to improve future business processes and completes documentation of current / future business processes.
• Assists in training new associates, and documenting their progress and milestones. Responsible for reporting successes, and identifying concerns and seeking Management guidance.
• Responsible for monitoring the vacation calendar and working to cover pipelines while processors are out of the office.
• Manage borrower and / or Advisor escalations. Coordinate with leadership to communicate and find resolutions.
• Verifies loan applications and supporting documents for accuracy and completeness.
• Prepares and compiles documents for loan closing and submits for review.
• Prepares or reviews for accuracy, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation.
• Performs initial credit analysis submission via automated underwriting, as requested.
• Schedules, coordinates loan closings, and clears for disbursement loan proceeds.
• Prepares compliance and accounting records and reports, as required by management and regulatory agencies.
• Performs advanced loan calculations.
• Assists customers with complex inquires or problems.
• Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment.
• Maintains currency in loan processing policies and procedures.
• Performs other duties and responsibilities as assigned.

Qualifications

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to :

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal-opportunity employer and makes all employment decisions on the basis of merit and business needs.

Banking