About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Manager, Trailing Documents. As a key figure in the Post Closing team, you will oversee the final mortgage documents' operations, ensuring operational excellence, compliance with investor guidelines, and efficient delivery. This role demands strong leadership to foster a high-performance culture while mitigating risks related to contract obligations. You will collaborate with various departments, drive process improvements, and ultimately help maintain the organization's reputation in mortgage lending.

Requirements

  • 7+ years of experience in mortgage operations, with at least 3 years in a leadership role.
  • Strong knowledge of mortgage credit policy and capital markets.
  • Experience with investor/agency guidelines and contracts, including final documentation clauses.
  • Ability to review and sign off on contractual terms, partnering effectively with legal and compliance teams.
  • Proven track record of preserving unit economics by reducing defects and contractual breaches.
  • Excellent stakeholder management and influence skills.
  • Proficient with loan origination systems and productivity tools.
  • Strong communication skills, fostering an inclusive environment.
  • Ability to thrive in fast-paced environments and handle pressure effectively.

Responsibilities

  • Act as the primary business owner for trailing‑document and final‑recording related obligations across multiple contracts.
  • Provide leadership, direction, and performance management for a frontline team, ensuring predictable delivery at scale.
  • Recruit, onboard, and develop talent, fostering a culture of accountability and continuous improvement.
  • Own the operating model and SLAs for Trailing Documents, including capacity planning and workload allocation.
  • Lead the team through changes related to investors, products, and regulatory updates.
  • Review and provide business sign‑off on contract language related to final documents, ensuring operational feasibility.
  • Identify and mitigate risks that could lead to contract breaches or financial implications.
  • Develop and maintain team procedures and escalation paths for unique scenarios.
  • Drive cross-functional collaboration to resolve deficiencies and establish new processes.
  • Continuously improve the end‑to‑end process for all final document submissions.
  • Lead audits, QC reviews, and regulatory examinations related to final documents.
  • Partner with various departments to interpret policies and translate them into operational procedures.
  • Collaborate with technology teams to prioritize solutions that enhance process efficiency.
  • Analyze data and trends to implement best practices and improvement initiatives.

Benefits

  • Competitive base salary with equity awards based on experience and performance.
  • Remote work flexibility allowing for location choice within the U.S.
  • Opportunities for professional development and continuous improvement.
  • Recognition and celebration of team member contributions.
  • Supportive and inclusive team environment.

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What This Job Offers

Job Type

Full-time

Career Level

Manager

Education Level

No Education Listed

Number of Employees

11-50 employees

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