Sr. Mortgage Technology and Process Manager

Sr. Mortgage Technology and Process Manager

Job Summary

The Sr. Mortgage Technology and Process Manager leads all mortgage technology software implementations, integrations, and application and oversees the development, enhancement, and maintenance of mortgage process optimization.

The Sr. Mortgage Technology and Process Manager proactively identifies, maps, documents, and improves Mortgage Lending processes;

and identifies and implements technology solutions to maximize Mortgage Lending success. This role also helps to identify and create opportunities to collaborate across all of Mortgage Lending.

The Senior Mortgage Technology and Process Manager reports to the Director of Mortgage and leads the Lending Systems Analyst team.

About UFCU

Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees.

We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities.

Our aspiration is to be loved by millions of members and built to thrive for generations . Our employees are not only part of our team but also Members themselves.

They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do.

UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth.

If you’re looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U.

Join us and work with purpose.

Essential Functions

Team Leadership and Development

• Lead, inspire, motivate, mentor, and develop team members by providing guidance and training to attain departmental and individual development goals and support organizational needs.
• Serve as a role model in transparent communication, two-way dialogue, and proactive communication to the team.
• Lead team and department meetings to provide clarity and ensure alignment between and within Mortgage Lending teams.
• Utilize a proactive, ethical, and consultative approach to build a successful and effective team to operate according to UFCU guiding principles, providing guidance and resources and removing obstacles as needed.
• Create an environment that builds, encourages, and rewards teamwork, collaboration, and delivering business value
• Provide team leadership based on servant leadership principles, caring for the whole person.
• Plan, monitor, and appraise job results with an emphasis on coaching and developing employees to achieve desired performance results.
• Help teams achieve their career goals. Ensure team members understand how to have an impact and are aware of that impact when they've made it.
• Embrace and promote a change-oriented and continuous process improvement culture.
• Collaborate with Mortgage Lending to develop procedures, processes, and workflows to maximize the effectiveness of technology and its impact on the member and employee experience, and employee effectiveness.
• Optimize operational processes, workflow management, and systems integrations for Mortgage Lending.
• Partner with Mortgage Lending leadership team and Mortgage Content Specialist to influence training development for Mortgage Lending.
• Engage in change management through effective planning and communication with the Mortgage Lending leadership team and ensure processes are evaluated on a continual basis for efficiencies, effectiveness, and value.
• Evaluate technology that supports, enhances, or modifies processes within Mortgage Lending.
• Manage the implementation, maintenance, and enhancement of mortgage- related systems and software.
• Contribute to and support department strategies with a focus on user experience to deliver an elite platform for all mortgage teams.
• Collaborate with vendors, IT, and Mortgage Lending System Analyst Team to scope and implement projects and process improvements.
• Support Mortgage Lending leadership’s vision for how technology will be used in mortgage, by fostering innovation, implementing initiatives, and coordinating the management of current and future technology systems.
• Manage the Encompass administrative, business analysts, and integrations teams to successfully implement, administer, test, deploy and communicate all mortgage technology.
• Ensure that process knowledge is not only captured, but also fully communicated, shared, and accessible using traditional and technology-mediated dissemination activities and programs.

Vendor and Contract Management

• Manage vendor relationships with partners.
• Oversee vendor and contract management of relevant third-party contractors.
• Manage and negotiate key vendor agreements, including scope, service levels, and key terms.

Budget / Expense Development and Management

• In collaboration with senior leadership and other department leaders, establish annual budget with identification of planned expenses for new or enhanced programs and services.
• Ensure effective control of results.
• Take action to guarantee achievement of department objectives fall within designated budget.

Other

• Adhere to all company policies, procedures, and business ethics codes and communicates and implements these norms within the team.
• Complete required regulatory training as assigned.
• Comply with all laws, rules, regulations and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.
• Perform other duties as assigned.

Knowledge / Skills / Abilities

Knowledge

• Expert knowledge of Mortgage Lending Process
• Advanced knowledge of mortgage technology and integration
• Advanced knowledge of project management principles and methodologies
• Expert knowledge of the business unit and utilization of technology for process improvement
• Expert knowledge of technology utilized within the Mortgage industry to enhance the member and user experience
• Advanced knowledge of relevant regulatory compliance, and industry regulations

Skills

• Advanced professional verbal and written communication skills with excellent editing and presentation skills
• Strong analytical and research skills with the ability to translate, quantify, and manipulate complex information
• Leadership skills

Abilities

• Demonstrated ability to be service-focused and portray professionalism.
• Demonstrated ability to provide high touch, quality service surrounding UFCU’s values.
• Demonstrated ability to develop and maintain effective relationships across all levels of the organization and with diverse groups.
• Ability to work both independently and with others.
• Facilitative and collaborative team member, with openness to ideas and feedback from others.
• Demonstrated ability to lead major initiatives throughout the organization and influence decision makers.
• Ability to identify issues and help develop strategy and tactical plans for various departmental initiatives.
• Adept at working with leadership to influence / facilitate change, implement strategy, and accomplish objectives.
• High level of self-responsibility, willingness to constantly rethink and improve, and motivation to exceed goals.
• Ability to use good judgment and decision making skills.
• Ability to be self-motivated, with critical attention to detail, deadlines, and reporting.
• Ability to meet deadlines and handle sensitive and pressured situations.

Competencies

• Delivering Member Obsession
• Delivering Innovation
• Delivering Performance Excellence
• Delivering Empowered Leadership

Experience

Minimum Requirements

• Bachelor’s degree in business or a related field. Four (4) years of relevant experience may be substituted for degree.
• Minimum seven (7) years’ experience in Mortgage Lending
• Minimum five (5) years’ experience as a team manager / supervisor, leading a team of at least 10 employees
• Proven leadership abilities, including strategic thought leadership, innovation, and execution
• Experience with technologies related to Mortgage Lending processing and other finance-related technologies
• Experience working in a fast-paced, highly regulated financial environment
• Must be bondable

Preferred Requirements

• Certifications or relevant training in any of the following areas : Lean Six Sigma, Business Process Management, or Quality Management
• Experience in banking, credit unions, and / or financial institutions

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

• Sitting
• Use of hands to finger, handle or feel
• Use of hands and arms to reach
• Extensive use of the computer, requiring the specific vision abilities including close vision, distance vision, peripheral vision, and the ability to adjust focus

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.

• This position is required to frequently work at UFCU Plaza in Austin, Texas
• This position may involve periodic stressful conditions
• May occasionally require an adjusted work schedule, overtime, and evening / weekend hours
• May occasionally move from one work location / branch to another
• Public contact position, requiring appropriate professional appearance
• Frequent computer use at a workstation up to two hours at a time
• The noise level in the work environment is usually moderate

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