Team Leader (HELOC Refi)

 Posted 6 months ago
     
5-10 years experience
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AI Summary

The Team Leader will review security documents for completeness, assist in filing and preparing account closing documents, and support other departments with document requests. Additionally, they will audit, coach, and train junior staff while identifying and implementing process enhancements.

This is a remote position.

  • Reviewing security documents for completeness and recording requirements
  • Filing security documents with appropriate governmental entities
  • The verifying client provided documents during the account creation process
  • Assisting in the preparation and filing of account closing documents
  • Assisting other departments with document requests and record-keeping
  • Auditing, coaching, and training junior level staff
  • Identify inefficiencies in processes; Recommend and implement process enhancements



Requirements

  • Strong Leadership history and experience. One who can drive efficiency and excellent output within his team. One who thrives in a fast-paced environment, able to manage shifting priorities and deadlines. One who proactively identifies and implements changes to improve workflows.
  • At least 5 years (and above) experience in handling US Loan or Mortgage tasks  
  • Must Have: Knowledge and experience regarding the following:

1.      Liens

2.      Deed of Trust

3.      Vesting

4.      Heloc Refi

  • Exceptional communication, collaboration, and problem-solving skills
  • Proficiency, speed, and accuracy in written communication
  • Fluency, clarity, and good diction in English
  • Great organizational skills & time management abilities  
  • Experience using customer communication and task management programs, Google Drive, and Email
  • Bachelor's Degree or comparable work experience in financial services
  • Flexibility to work US Pacific time 9 AM to 7 PM (with a 1-hour break time in between)
  • Must be based in the Philippines

***Due to the volume of applications we receive, only qualified candidates will be contacted.

***Pay is commensurate to experience (USD 9-10/hr), HMO, HMO dependent/Internet, PTO, Laptop provided




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