Retail Lending Closing Team Lead

About the role

The Retail Lending Closing Team Lead supports the daily coordination, prioritization, and execution of closing activities for various types of lending including mortgage, consumer real estate, consumer non-real estate, indirect, and small business lending. This role partners closely with the retail lending closing manager to ensure closing requests are completed accurately, timely, consistently, and in compliance with established policies, procedures, service level expectations, and applicable regulatory requirements.

Responsibilities

• Supports daily pipeline and workflow management
• Prioritizes work assignments to meet established service level expectations
• Maintains strong working knowledge of applicable lending requirements
• Aids in onboarding and training of new team members
• Provides coaching, technical guidance, and peer support to team members
• Collaborates with Sales, Retail, Processing, Underwriting, Closing, and other internal partners to resolve questions, clear issues, and support timely loan closings
• Identifies opportunities to improve workflow, communication, quality, efficiency, and customer service

Requirements

• Bachelor's degree or equivalent combination of education and work experience required
• 2+ years of lending closing, loan operations, processing, post-closing, or related retail lending experience required
• Experience with mortgage, home equity, and consumer lending
• Demonstrated ability to prioritize work, manage multiple deadlines, and support team production goals
• Ability to identify issues, recommend solutions, and work with internal partners
• Ability to coach, train, mentor, and support team members in a professional and constructive manner

Qualifications

• Strong knowledge of applicable lending requirements, including CFPB, RESPA, TRID, Change of Circumstances, HUD-1, Closing Disclosure, and other lending regulations as applicable

Skills

• Effective communication skills
• Ability to work independently and with a team
• Problem-solving and decision-making abilities

Benefits

We offer a comprehensive benefits package designed to support our associates' holistic wellbeing. For more details, please refer to our Benefits Guide. As an incentive eligible position, all roles are eligible for incentives, except for Co-Op, Intern, or Student positions. We are committed to creating a diverse and inclusive workplace where everyone feels valued and respected. We are an equal opportunity employer and do not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are also an E-Verify employer.