Mortgage Sales - Mortgage Banking Assistant Team Lead

About the role

The ideal candidate will lead and support a team of Mortgage Banker Assistants, ensuring compliance with federal and state laws, and fostering a collaborative work environment.

Responsibilities

• Aid in loan documentation preparation and coordination with applicants, Mortgage Bankers, Processors, Underwriters, and external parties.
• Maintain compliance with all lending regulations, including TRID rules, and ensure all disclosures are accurate and timely.
• Facilitate weekly/monthly team meetings and assess/revise origination policies and procedures for efficiency.
• Hire, train, coach, and manage Mortgage Banker Assistants, ensuring they meet departmental goals and comply with bank policies.
• Oversee timecard management, time-off requests, coverage, and overflow support, ensuring compliance with department policy.
• Work closely with Mortgage Banker Sales Managers, Mortgage Bankers, and operational support staff to optimize workflow and address any training or process gaps.
• Manage the Mortgage Banker Assistant team's performance and ensure all tasks are completed within deadlines.

Requirements

• High school diploma or equivalent required.
• Minimum of five (5) years of mortgage experience.
• Possess or be able to obtain a National Mortgage Licensing System number.

Desired Qualifications

• Associate’s degree or higher preferred.
• Five (5) years of residential mortgage experience strongly preferred.

Skills and Abilities

• Effective verbal and written communication skills.
• Teamwork and flexibility in a fast-paced environment.
• Discretion, confidentiality, tact, and diplomacy.
• Analytical, organizational, time management, and problem-solving abilities.
• Thorough knowledge of regulatory and compliance issues.
• Ability to read and interpret loan documents and regulatory requirements.
• Strong client service skills and the ability to interact professionally with clients.
• Self-directed and motivated with a commitment to meeting objectives and timelines.
• Proficiency in MS Office applications.

Work Environment

Office setting with traditional hours, sitting for extended periods, and the ability to work overtime as needed. The Bank is committed to providing a drug-free workplace and equal opportunity to all qualified applicants and associates.

Benefits

The Bank offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.

Pay

The salary range for this position is [insert salary range here]. The actual compensation will be determined based on experience and qualifications.

Schedule

The schedule for this position is typically Monday through Friday, with occasional evening and weekend work as needed.