Mortgage Closing Team Lead

Salary Range: $28.85/hr.

- $33.65/hr.

Position Summary

The Mortgage Closing Team Lead is responsible for overseeing the day-to-day operations of the mortgage closing team to ensure the timely, accurate, and compliant preparation of closing packages and related documentation.

This role serves as a subject matter expert and working lead, providing guidance, training, and support to team members while partnering with internal departments and external stakeholders to resolve issues, maintain workflow efficiency, and support a high level of customer service.

 

Essential Functions

Team Leadership and Oversight


* Provide day-to-day direction, support and guidance to Mortgage Closing Specialists.


* Monitor team workflow and assign or adjust work to ensure closing deadlines and service level expectations are met.


* Serve as the first point of escalation for complex or sensitive closing issues.


* Provide coaching, feedback, and support to promote employee development and performance.

Closing Operations and Compliance


* Review closing documentation for accuracy, completeness, and compliance with investor, bank, state, and federal requirements.


* Ensure closing files are prepared in accordance with company policies, procedures, and quality standards.


* Support the team in resolving documentation discrepancies, funding issues, and closing delays.


* Assist in maintaining compliance with applicable regulatory requirements and internal controls.

Collaboration and Communication


* Work closely with Loan Officers, Processors, Underwriters, attorneys, title companies, and other internal and external partners to facilitate efficient closings.


* Communicate clearly and professionally to resolve issues and ensure all parties remain informed throughout the closing process.


* Provide updates to management regarding team workflow, production, trends, and operational concerns.

 

Training and Process Improvement


* Assist with onboarding and ongoing training for team members related to systems, procedures, and compliance requirements.


* Reinforce department expectations, workflows, and service standards.


* Identify opportunities for process improvement and operational efficiencies within the closing function.


* Remain current on regulatory, investor, and operational changes and communicate updates to the team as needed.

 

Education and Experience

High School Diploma (Associate’s degree preferred) and a minimum of 3 years mortgage closing experience or the equivalent combination of education and experience.


* Strong knowledge of mortgage closing documentation, compliance requirements, and closing processes


* Minimum of 1 year of leadership, supervisory, or team lead experience preferred


* Experience working with mortgage loan systems and closing platforms preferred

 

Competencies


* Leadership and team development


* Customer service and relationship manage...