Transaction Management Supervisor

LoanCare • ,

7d • $58,700 - $98,600 • Hybrid

About The Position

Looking for a career with purpose and reward? At LoanCare we help customers every day with what is for many their largest and most personal financial transaction: the purchase of their home. With the mission to simplify the complex with empathy and insight, we are constantly innovating and are a top provider in the mortgage services industry as a result. We are actively seeking to fill the role of Transaction Management Supervisor. Our ideal candidate enjoys working with clients, both internal and external, eager to learn and maximize results, is detail oriented and driven to meet tight deadlines in a fast-paced environment. Background in the mortgage or real estate industry is a plus. If this sounds like you, and you are ready for a career and not just your next job, apply today!

Requirements

• High School Diploma or equivalent required
• 5+ years of experience in mortgage servicing and/or loan transfer or an equivalent combination of education and experience
• 2+ years of supervisory experience
• 2+ project management experience
• Advanced proficiency in Microsoft Office applications (e.g., Excel, Access, and Word) required
• Excellent verbal and written communications skills
• Excellent client relations and presentation skills
• Excellent problem-solving skills and ability to handle client escalations in a professional manner
• Excellent organizational skills and detailed oriented
• Ability to coach/train and mentor department staff successfully
• Ability to communicate professionally/effectively in writing, in person, and virtually with all levels within the organization and external clients/third parties
• Ability to work collaboratively with peers, company managers, and customers to attain common goals

Nice To Haves

• Background in the mortgage or real estate industry is a plus

Responsibilities

• Supervise, coach, mentor and develop team responsible for the project management of inbound and outbound servicing transfers, ensuring procedures are followed, standards are met, and operational issues are addressed effectively and efficiently
• Complete and deliver performance reviews
• Manage transfer pipeline and assign work (transfers) to team members
• Measure and report on employee performance and work output
• Oversee transfers ensuring team is delivering work product timely, effectively, and efficiently
• Develop and maintain reporting on transfer status and issues for management
• Ensure that department meets/exceeds established metrics and SLA standards
• Participate / lead meetings with clients, transferors and internal parties as needed
• Act as initial point of escalation for team members
• Maintain and update policies and procedures as necessary
• Communicate promptly to other Servicing Departments on matters related to inbound servicing transfer transfers
• Research and promptly close process gaps once identified
• Train or coordinate training of existing and new staff as needed
• Evaluate the loan transfer processes to ensure adequate timelines are established/met and transfers are successfully completed
• Maintain and improve knowledge of LoanCare mortgage products, line of business requirements and related field content/definitions in the servicing platform to facilitate servicing transfers effectively
• Collaborate with internal lines of business for process improvement opportunities and implement changes as needed
• Supervise coordination of data mapping session(s), including but not limited to agenda and tracking open items through completion
• Supervise pre and post inbound transfer data transfer in coordination with internal and external parties
• Establish and maintain transaction management procedures outlining process, including timelines, task lists, project plans, department roles, and responsibilities
• In collaboration with internal resources, maintain Servicing Transfer Instructions and update regularly as directed by management
• Develop process for and maintain post transfer Lessons Learned; evaluating the results of the transfer project and identify all positive aspects and opportunities; working with management to make effective changes
• Manage / lead department projects
• All other duties as assigned

Benefits

• Optional medical, dental, vision, life, and disability insurance
• Paid holidays, vacation, and sick leave
• Fidelity National Financial matching 401(k) and employee stock purchase plans
• Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
• Programs that celebrate achievements and milestones
• Discounts on gym memberships, pet insurance, and employee purchasing programs
• Tuition reimbursement program that supports your continued education and professional growth

What This Job Offers

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