Pipeline Manager

Panorama Mortgage Group LLC • Parsippany, NJ

3h

About The Position

Position Overview:

Oversee all activities related to operations and development of company products by performing the following duties personally or through subordinate supervisors and employees.

Key Responsibilities:
Review pipelines for timeliness, lock expiration, COE, loan contingency, etc.
Works with processors to manage the pipeline to ensure we meet the COE date.
Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness.
Supports Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc.
Reviews rush request and escalates to Manager if necessary.
Communicate training needs as needed to the management team.
Escalates to corporate managers if any operation staff issues are noticed.
Review and track monthly funding projection for the branch.
Review Encompass report for file start date for new files not elevated to PA.
Review loans that are in processing that are still floating work with the LO/SM/BM to get loans reviewed for locks.
Coordinates rushes for doc drawing and funding with corporate management.
Review files that are suspended by underwriting.
Meet with LO to review pipeline as needed.
Ensure compliance posters are up to date for the branch office.
Conduct monthly meetings with Loan Consultants/Branch Manager to review policy changes/updates.
Assist new LO's with Encompass questions and DU/LP finding.
Request lock extension via the lock desk for locks that are expiring.
Assist with office equipment to ensure all is running well or call for service.
Provides input to the development of product strategy and research and development of new and emerging products.
Establishes production and quality control standards.
Trains and ensures all assigned employees are aware of and comply with company, government, and customer policies, procedures, and regulations.
Other duties may be assigned.
Able to comply with the policies and procedures outlined in the Company Handbook.

Requirements

• High School Diploma or Equivalent.
• Three (3) years prior mortgage lending experience.
• Ability to deliver effective results and to meet deadlines.
• Reliable transportation.
• Sound judgment and decision-making skills.
• Ability to work under pressure and meet deadlines with minimal supervision.
• Excellent phone and service skills.
• Mathematical skills.
• Timely communication and response times according to department standards.
• Travel is required to meet job requirements and business expectations. Including but not limited to team build out meetings and pre-scheduled conferences.
• English preferred, Bi-Lingual (English/Spanish) desired.

Responsibilities

• Review pipelines for timeliness, lock expiration, COE, loan contingency, etc.
• Works with processors to manage the pipeline to ensure we meet the COE date.
• Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness.
• Supports Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc.
• Reviews rush request and escalates to Manager if necessary.
• Communicate training needs as needed to the management team.
• Escalates to corporate managers if any operation staff issues are noticed.
• Review and track monthly funding projection for the branch.
• Review Encompass report for file start date for new files not elevated to PA.
• Review loans that are in processing that are still floating work with the LO/SM/BM to get loans reviewed for locks.
• Coordinates rushes for doc drawing and funding with corporate management.
• Review files that are suspended by underwriting.
• Meet with LO to review pipeline as needed.
• Ensure compliance posters are up to date for the branch office.
• Conduct monthly meetings with Loan Consultants/Branch Manager to review policy changes/updates.
• Assist new LO's with Encompass questions and DU/LP finding.
• Request lock extension via the lock desk for locks that are expiring.
• Assist with office equipment to ensure all is running well or call for service.
• Provides input to the development of product strategy and research and development of new and emerging products.
• Establishes production and quality control standards.
• Trains and ensures all assigned employees are aware of and comply with company, government, and customer policies, procedures, and regulations.
• Other duties may be assigned.
• Able to comply with the policies and procedures outlined in the Company Handbook.

Benefits

• PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED