Assistant Loan Processing Manager
About The Position
Triad Financial Services is seeking an experienced and motivated Assistant Loan Processing Manager to support the daily operations of the loan processing team while maintaining an active processing pipeline. This role serves as a working supervisor responsible for assisting with team leadership, workflow management, training, quality control, reporting, and administrative support while ensuring loans are processed efficiently from approval through clear-to-close. The Assistant Loan Processing Manager acts as a key resource for Loan Processors by helping manage pipeline performance, borrower communication, departmental reporting, and process improvement initiatives. This position ensures service level expectations are met while fostering strong relationships with borrowers, dealers, and internal business partners.
Requirements
- High school diploma or equivalent required.
- Minimum of 3-5 years of mortgage loan processing experience.
- Experience managing loan pipelines and meeting production deadlines.
- Strong understanding of mortgage lending processes, underwriting requirements, and regulatory guidelines.
- Strong knowledge of mortgage loan processing and lending procedures.
- Proficiency with Encompass Loan Origination System.
- Experience with phone and communication management systems.
- Excellent organizational and time management skills.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple priorities in a fast-paced environment.
- Exceptional verbal and written communication skills.
- Strong customer service and relationship-building abilities.
- Advanced proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
- Ability to work independently while effectively leading and supporting a team.
Nice To Haves
- Associate's or Bachelor's degree in Business, Finance, Banking, or a related field preferred.
- Previous leadership, mentoring, supervisory, or team lead experience preferred.
- Possess strong working knowledge of conventional, FHA, VA, adjustable-rate, and fixed-rate mortgage products.
Responsibilities
- Assist in the day-to-day supervision and support of the Loan Processing team.
- Monitor processor pipelines, workflow distribution, and departmental performance metrics.
- Provide training, coaching, and guidance to Loan Processors and support staff.
- Serve as a point of escalation for processing issues, borrower concerns, and operational challenges.
- Ensure departmental service standards, turn times, and quality expectations are consistently met.
- Assist upper management with process improvements, workflow enhancements, and special projects.
- Support staffing coverage during employee absences, vacations, and peak production periods.
- Maintain an active pipeline of mortgage loan files from approval through clear-to-close.
- Work directly with Loan Officers to process residential mortgage loan applications efficiently and accurately.
- Review borrower documentation to ensure underwriting conditions are satisfied.
- Submit complete and organized loan files for underwriting review.
- Coordinate appraisal, title, verification, and other third-party services required for loan approval.
- Ensure all required documentation is obtained prior to clear-to-close.
- Update fees, prepare re-disclosures, and maintain file compliance throughout the loan process.
- Monitor loan timelines and proactively address potential closing delays.
- Manage administrative responsibilities associated with loan production and processor support.
- Provide borrower outreach and assist with inbound call overflow.
- Respond to client inquiries and provide status updates when Loan Officers or Processors are unavailable.
- Track and report on expiring rate locks, rejected conditions, aging loans, and other pipeline management metrics.
- Compile meeting notes, action items, and follow-up activities for management.
- Assist Loan Officers with scheduling, reporting, and administrative requests.
- Generate and distribute recurring management reports related to loan production and processing performance.
- Utilize loan origination and communication systems to maintain accurate records and workflow management.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
