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Team Leader – HELOC
Extend Your Team. Review security documents for completeness and record requirements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in US Loan and Mortgage processing, with a strong focus on managing teams and ensuring compliance with quality metrics and SLAs. Proficient in stakeholder management and effective communication within a document processing environment.
Highest-signal resume keywords
US Loan ProcessingMortgage Operations ManagementTeam LeadershipStakeholder ManagementDocument Review and Filing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Liens ProcessingDeed of Trust ProcessingVesting ProcessingHELOC Refi ProcessingDocument Verification
Soft Skills
CoachingCollaborationProblem-SolvingCommunication
Tools & Technologies
Customer Communication ProgramsTask Management ProgramsGoogle DriveEmailTime Tracking Application
Certifications & Qualifications
Bachelor's Degree in Financial Services
Industry Keywords
Document ProcessingTitle CompaniesCounty RecordersQuality MetricsSLA Management
About the role
Key responsibilities & impact- Review security documents for completeness and record requirements
- File security documents with appropriate governmental entities
- Verify client-provided documents during the account creation process
- Assist in preparing and filing account closing documents
- Assist other departments with document requests and record-keeping
- Coach or manage a team in a document processing, mortgage, title, or loan operations environment
- Own SLAs, quality metrics, and escalation paths for the team
- Work directly with Legal, Compliance, title companies, and county recorders
- Plan coverage across time zones
Requirements
What you’ll need- At least 5+ years of experience handling US Loan or Mortgage tasks
- 2+ years in a lead, supervisor, or team management capacity
- Deep, hands-on expertise in Liens, Deed of Trust, Vesting, and HELOC Refi processing
- Demonstrated experience coaching or managing a team in a document processing, mortgage, title, or loan operations environment
- Comfort owning SLAs, quality metrics, and escalation paths for a team
- Strong stakeholder management skills, including working with Legal, Compliance, title companies, and county recorders
- Superb communication, collaboration, and problem-solving skills
- Excellent written English
- Experience using customer communication and task management programs, Google Drive, and Email
- Bachelor's Degree or comparable work experience in financial services
- Flexibility to work US Pacific time 9 AM to 7 PM with a 1-hour break
- Amenable to working in the US timezone
- Comfortable working with a Time Tracking Application
Benefits
Comp & perks- Remote work arrangement
- Flexible coverage planning across time zones
- Opportunity to work with a well-capitalized team and top-tier investors
- Exposure to Automation or building AI bots (listed as a plus)