Key Responsibilities
- Own and manage the closing and post-closing pipeline, ensuring timely and accurate loan funding and delivery
- Develop and implement standard operating procedures (SOPs), SLAs, QC frameworks, and checklists
- Oversee and manage third-party partners (e.g., title, settlement, fulfillment vendors) to ensure performance and quality standards are met
- Monitor and improve turn times, productivity metrics, and operational KPIs
- Conduct second-level file reviews, manage escalations, and resolve exceptions to ensure loan quality and compliance
- Collaborate with internal stakeholders (loan officers, underwriting, processing) to resolve issues impacting closings
- Continuously evaluate and enhance closing and post-closing systems and workflows to drive efficiency and reduce manual effort
- Partner with internal teams to identify opportunities for automation and long-term process improvements
- Provide training, guidance, and subject matter expertise to team members
- Ensure adherence to all federal, state, and investor guidelines
Qualifications
- 10+ years of experience in mortgage closing and post-closing operations
- Demonstrated expertise across multiple loan types, including:
- Conventional
- Jumbo
- Government (FHA, VA, USDA)
- Non-QM
- Proven experience developing or improving:
- Workflows
- SOPs
- SLAs
- Quality control processes
- Experience managing third-party vendors and fulfillment partners
- Strong understanding of mortgage regulatory and compliance requirements
- Experience leading distributed or remote teams
- Ability to balance hands-on execution with strategic process improvement
- Familiarity with mortgage systems (e.g., LOS platforms) and workflow optimization
The ideal candidate:
- Takes a process-driven, systems-oriented approach to operations
- Prioritizes scalable, long-term solutions over manual workarounds
- Thrives in a fast-paced, evolving environment
- Demonstrates strong attention to detail and commitment to quality
- Proactively identifies issues and drives continuous improvement
- Effectively manages competing priorities while maintaining high performance standards
Benefits
- Meaningful equity in the organization
- Top-tier medical, vision & dental with support for dependents
- 401(k)
- Flexible Time Off
- Hardware Allowance: $2,000 to fix up your workspace
- At-cost Mortgages