Manager Mortgage Initiatives & Support - Waterford or Roanoke

PRIMARY FUNCTION

Responsible for working closely with mortgage management and staff to determine gaps, create efficiencies, design and implement solutions. Monitors and ensures first mortgage projects as they relate to process improvement, regulatory changes and mortgage technology are completed on time and efficiently. Works closely with the VP Mortgage Lending, mortgage management, and the Mortgage Initiative & Support team to help create and support overall strategy, identify and implement necessary updates/enhancements to the technology systems;

review and implement origination process improvements; and facilitate requirements gathering sessions to make processes fast, efficient, and easy to comprehend. Partners with all other areas of the credit union to provide insight and subject matter expertise related to the mortgage process. Oversees timely responses to all compliance/internal/external audit requests and is responsible for ensuring all policy and procedures, communications and documentation for the department is current/accurate.

Assists the VP First Mortgage Lending with creation/implementation of overall strategy, the annual budgeting process and other required initiatives.

• Oversees and has primary accountability for all mortgage related projects, technology, policies and procedures.
• Recruit, train, develop, mentor, coach and lead a high quality team of mortgage professionals in an environment that encourages employee participation in determining how best to serve members, operate most efficiently, and achieve the credit union's goals.
• Acts as a positive contributing member of the mortgage management team. Collaborates professionally with peers to resolve issues and creates changes as needed to foster a positive and respectful environment across teams.
• Provides staff with continual, constructive feedback on performance; is accountable for staff performance; and works with VP Mortgage Lending to develop challenging, meaningful, and measurable goals.
• Conduct monthly one-on-one and semi-annual performance appraisals that are consistent, timely, and that merit increase recommendations are appropriate and related to performance.
• Address personnel issues and problems in a timely manner, while ensuring consistent documentation, and seek assistance from Human Resources as appropriate.
• Fosters an environment of overall high employee engagement as represented by staff feedback, employee survey results and a well established and clear communicated cycle with staff, team and others.

• Oversees system administration for all mortgage technology including implementation, enhancements, release management and vendor relationships.
• Directs department process-improvement projects including workflow enhancements and new technology adoption.
• Oversees system upgrade and testing efforts to ensure they are following credit union protocol for documentation and communication.
• Partners with management on the development and implementation of new mortgage programs/products.
• Represents mortgage lending in meetings relating to external projects that impact the mortgage process.
• Oversees the creation of training materials for the mortgage lending team.
• Oversees the credit union’s sub-servicing relationship by working closely with the vendor and internal credit union teams to ensure mortgages are serviced accurately and service levels are maintained as appropriate.

• Demonstrated understanding and ability to create/maintain ad-hoc reporting for both staff and management.
• Partners with IT/EDA in the creation of standard/complex reports that assist management and staff with workflow/pipeline management.
• Partners with VP Mortgage Lending in the creation of departmental budget.
• Proven ability to create general value proposition calculations (ROI, NPV, breakeven analysis, etc).
• Responsible for ensuring all project status reporting is accurate and communicated regularly to stakeholders.

• Maintains a dynamic and cooperative relationship with peers, co-workers and management.
• Consistently demonstrates positive communication both…