Transaction Management Supervisor

Looking for a career with purpose and reward? At Loan Care 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!

• 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 Loan Care 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

• 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…