Full-Time Pre-Closing Team Lead

Lead across sub-process like funding and inspections to meet deliverable requirements while following lending policies, procedures and applicable laws.

Promote accountability through scorecards, setting proper goals and objectives for high standards and continuous improvement.

Mentor/train new team members.

Conduct regular meetings with team for informational transparency and ongoing training.

Participate in LOB meetings, sharing information and collaborating across the BU.

Review inspection results and ensures compliance with draw requests; update proprietary construction management software with current status, outstanding support documentation and customer service notes.

Review underwriting materials with the Underwriting functions to assess viability of both Proposed Contractors and Projects

Oversee draw status notifications for primary contact and monitor service level agreements to ensure contractual turn times are met.

Oversee analysis on proposed construction projects and review Contractor qualifications.

Receive escalations by telephone or email and provide resolution or ascertain who can best provide the resolution and route the matter appropriately.

Monitor the status of draws through internal software systems and work with the customer service team lead to ensure proper customer service is being delivered.

Assure the daily ordering of residential and commercial inspections.

Assure the review, update and balance of budgets when new information is provided and revised accordingly.

Assure acceptable levels of data integrity and quality.

Communicate professionally and effectively with internal and external clients to ensure the efficient flow of work in the department.

Basic supervisory duties.

Stay atop of reporting needs within the department.

Additional duties as assigned.

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