About The Position

The Team Lead, Pre-Closing Operations provides day-to-day leadership, workflow management, and quality oversight for a team supporting construction lending and risk mitigation operations. This working leader manages production, service-level adherence, quality control, client satisfaction, and employee development, while serving as a subject matter expert across processing functions. The role works closely with Operations Managers, Client Relationship teams, Funding teams, Risk Management professionals, and offshore resources to support timely, accurate, and compliant processing. The Team Lead is responsible for operational excellence, continuous improvement, and a high-performance culture while maintaining strong service delivery. Responsibilities span employee coaching and development, production and workflow coordination, quality and risk controls, stakeholder service, reporting, and process improvement.

Requirements

  • At least 3 years of experience in mortgage operations, construction lending, fund control, processing, loan operations, risk management, or related financial services operations.
  • At least 1 year of formal or informal leadership experience.
  • Strong understanding of processing workflows, operational controls, and quality management.
  • Experience supervising production-driven teams in a service environment.
  • Advanced proficiency with Microsoft Excel, Outlook, and reporting tools.
  • Strong communication, organizational, and problem-solving skills.

Nice To Haves

  • Experience in construction lending, inspections, or risk mitigation services.
  • Experience working with distributed or offshore teams.
  • Lean, Six Sigma, or process improvement experience.
  • Project management exposure.
  • Bachelor’s degree in Business, Finance, Operations, or a related field.

Responsibilities

  • Lead, coach, train, and develop Processing Specialists and Associates; conduct performance discussions, coaching sessions, and quality reviews.
  • Assist with onboarding, cross-training, and workforce planning, and support employee engagement and retention.
  • Manage daily processing queues and team workloads to ensure timely completion of client deliverables.
  • Monitor pipeline performance, aging reports, and service level agreements; prioritize work and reallocate resources as needed.
  • Escalate operational issues, recommend efficiency improvements, and ensure staffing coverage and business continuity.
  • Perform quality reviews and audits to verify accuracy and compliance with client requirements.
  • Identify quality trends, defects, and training opportunities; ensure adherence to internal controls, policies, procedures, and regulatory requirements.
  • Partner with management on corrective actions and process enhancements, and maintain documentation standards and operational consistency.
  • Serve as an escalation point for internal and external stakeholders and support communication with lenders, investors, builders, contractors, and project stakeholders.
  • Partner with Client Relationship Managers and Operations leadership to resolve issues and improve the client experience.
  • Participate in client meetings and operational reviews as needed.
  • Analyze production metrics, quality results, and team performance indicators; identify automation and process improvement opportunities.
  • Prepare operational reports and present performance trends to management.
  • Assist with implementation of new products, procedures, and technology solutions; support organizational growth and operational scalability.
  • Stay current with regulations and industry developments that affect compliance and decision-making.

Benefits

  • 401(k) plan with company matching.
  • Medical, dental, and vision insurance.
  • Flexible Spending Account.
  • Life insurance and short-term and long-term disability coverage.
  • Paid time off and company holidays.
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