Mortgage Loan Originator Assistant Team Lead

SALARY RANGE: $32.95 – $36.50/hr.

PRIMARY RESPONSIBILITY:

Reporting to the Mortgage Operations Manager, the Mortgage Loan Originator Assistant Team Lead is responsible for providing day-to-day leadership, direction, and support to a team of Mortgage Loan Originator Assistants.

This is a working lead position, responsible for both maintaining an individual sales support pipeline and overseeing the quality, timeliness, and consistency of the team’s workflow.

The Mortgage Loan Originator Assistant Team Lead helps drive operational excellence, supports staff development, promotes consistent adherence to policies and procedures, and ensures an outstanding customer experience for both internal and external clients.

This role is focused on supporting the sales function through effective pipeline management, timely issuance of disclosures, coordination of pre-approval activity, and consistent communication with borrowers, Loan Originators, and referral partners, while operating within the broader Mortgage Operations structure

  

ESSENTIAL FUNCTIONS:


* Provide daily leadership and oversight to a team of Mortgage Loan Originator Assistants.


* Coordinate and prioritize the daily work of direct reports to ensure timely and accurate sales support throughout the mortgage pipeline.


* Train, coach, and motivate staff to support performance, accountability, and ongoing development.


* Monitor team production, workflow, and service levels to ensure tasks are completed in accordance with established turn times, service standards, and departmental goals.


* Partner closely with the Mortgage Operations Manager and sales leadership to oversee pipeline flow and ensure pre-approvals, disclosures, and borrower follow-up activities are completed in a timely and efficient manner.


* Serve as a day-to-day resource for Loan Originator Assistants on pipeline management, problem resolution, file strategy, and escalation support.


* Maintain an active personal pipeline while meeting expectations for accuracy, timeliness, and customer service


* Oversee and support the team in managing the pre-approval pipeline, including reviewing application status, tracking outstanding items, following up with borrowers, and helping ensure timely conversion from pre-approval to contract.


* Ensure timely issuance of initial disclosures and redisclosures in accordance with regulatory requirements and internal service standards.


* Support the sales team by facilitating accurate application intake, collecting required documentation, assisting with borrower communication, and ensuring files are properly set up for next-step progression.


* Ensure Loan Originator Assistant staff maintain complete, accurate, and current information in the Bank’s Loan Origination System.


* Reinforce and monitor adherence to department procedures, compliance expectations, disclosure timing requirements, and internal controls.


* Review workflow ...