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Company

LoanCare · 1 day ago

Transaction Management Supervisor

United States

Full-time

Remote

Senior Level

5+ years exp

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Financial Services

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Responsibilities

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 LoanCare 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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Mortgage servicingLoan transferSupervisory experienceMicrosoft OfficeProject managementClient relationsCoachingMentoring

Required

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 mentor department staff successfully

Ability to communicate professionally/effectively in writing, in person, and virtually with all levels within the organization and external clients/third parties

Ability to work collaboratively with peers, company managers, and customers to attain common goals