SAFE Credit Union · 1 month ago
Mortgage Operations-Funding Manager
Folsom, CA
Full-time
Hybrid
Mid, Senior Level
$78K/yr - $97K/yr
5+ years expSAFE Credit Union is a financial institution that values professional development and employee well-being. They are seeking a Mortgage Operations-Funding Manager responsible for leading the Real Estate loan funding and closing team, ensuring mortgage loans are processed accurately and efficiently while providing administrative support to meet the company's goals.
Financial Services
Responsibilities
Handles and resolves all closing issues
Responsible to operate as a backup for funding/post-closing employees in their absence
Directly supervises employees in the Real Estate Closing and Funding department
Resolves defects on closing documents
Resolves suspense conditions provided by investors/agencies
Works with team to correct closing issues and system discrepancies as appropriate and necessary (i.e. Note, Deed of Trust, HUD-1, boarding screens etc.)
Communicates with internal and external clients to obtain missing or corrected documents in a timely manner (members, servicing vendor and title company, etc.)
Act as investors and servicing company’s primary contact for all closing issues
Establish individual and team goals. Supervise loan funding and opening desk staff to ensure goals are met. Provide coaching, as applicable
Assist in the annual preparation and management of the budget. Work within the budget guidelines. Reports variances, as applicable
Complete annual performance reviews for assigned employees
Develop and monitor training plan for new and existing employees
Reconcile assigned general ledger accounts each month
Track and analyze trends pertaining to SAFE’s funding, closing and opening desk operation, (turn-around times, production, etc.)
Prepare applicable production and delivery reports
Maintain accurate up-to-date funding and closing procedures
Assist with special projects as applicable
Complete other duties as assigned
Qualification
Required
Associate's degree (A.A.) or equivalent from two-year college or technical school and five plus years of related experience and/or training; or equivalent combination of education and experience
May be responsible for obtaining and maintaining Notary Public commission
Thorough knowledge of loan products, underwriting guidelines, escrow/title practices, documentation requirements and regulatory compliance
Previous experience with Loan Origination Systems (preferably Encompass)
Demonstrated team player
Strong organizational skills
Professional and courteous phone skills
Ability to coordinate multiple projects and processes concurrently
Excellent communication and interpersonal skills sufficient to build positive, productive and effective professional working relationships
Demonstrated skill in planning, organizing and controlling work
Strong analytical skills
Ability to work in a fast-paced production environment
Ability to use a computer with emphasis on Microsoft Word and Excel, 10-key adding machine and other related equipment
Excellent communication skills (verbal, written, listening skills, and empathy)
Expert ability to build relationships with other leaders, business partners, and stakeholders
Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Benefits
Full medical, vision, dental, 401k matching, HSA, and FSA
Professional Development Opportunities: Offering training programs, workshops, and mentorship.
Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
Career Growth: Clear paths for career advancement and internal promotions.
Work-Life Balance: Encouraging a healthy balance between professional and personal life.
Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.
Company
SAFE Credit Union
SAFE Credit Union provides credit cards, mortgages, commercial lending, auto loans, investing & retirement planning, checking & banking.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-18Acquired
Leadership Team
Michael McCarthy
Chief Technology Officer
Alexis Fitzpatrick
EVP, Chief Finance Officer
Recent News
2025-11-21
PR Newswire
2025-11-18
Seattle TechFlash
2025-11-10
Company data provided by crunchbase