Schools Financial-posted 3 months ago
$96,110 - $153,777/Yr
Full-time • Mid Level
Tustin, CA
Credit Intermediation and Related Activities

The Assistant Manager, Real Estate Post Closing position involves assisting the Department Manager with the daily operations of the Real Estate Post-Closing team and sharing responsibility for department performance. The role serves as a technical lead for Members, team members, and third-party vendors, ensuring compliant and timely finalization of real estate loan transactions. The Assistant Manager oversees post-closing activities including quality control, compliance, and loan delivery to investors, while providing guidance, directing team activities, and offering performance feedback and coaching. The position is accountable for service quality and ongoing process improvements to enhance the Member experience.

  • Leads the daily operations of the Real Estate Post-Closing team, providing expert guidance on complex tasks and serving as an escalation point for Member and team member issues.
  • Oversees all post-closing activities including Closing Disclosures, trailing documents, investor delivery, adverse action notice review and delivery to ensure accuracy, compliance, and timely execution.
  • Partners with Compliance and other internal stakeholders to ensure adherence to regulatory requirements and internal standards.
  • Conducts team member training on relevant changes or updates.
  • Monitors department loan pipelines and third-party vendor performance to ensure service standards, compliance guidelines, and delivery requirements are met.
  • Drives operational improvements by identifying process gaps and barriers to team productivity.
  • Maintains expert-level knowledge of Fannie Mae, Freddie Mac, FHA, and Conventional loan products.
  • Creates and delivers standard and ad hoc reports to stakeholders, performing data analysis to support business decisions.
  • Oversees audit preparation and image file collection for internal and external audits.
  • Supports business continuity planning through annual testing and reporting.
  • Promotes a positive and professional work environment, fostering collaboration and clear communication.
  • High School Diploma or GED required.
  • Bachelor's Degree or equivalent years of experience preferred.
  • 3-5 years of previous related experience required.
  • 1-3 years previous supervisory experience required.
  • Previous experience with FHA, FNMA and FHMC products preferred.
  • Ability to develop internal and external working relationships.
  • Extensive knowledge of mortgage and Equity products, investor/secondary market requirements and escrow/title practices.
  • Strong product knowledge of Fannie Mae, Freddie Mac, FHA, and Conventional loans.
  • Experience with mortgage servicing requirements and loan documentation.
  • Excellent analytical, problem solving and organizational skills.
  • Extensive knowledge of MS Excel, MS Word & servicing systems.
  • Thorough understanding of federal and state regulations, as well as compliance requirements.
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