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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing remote teams within the mortgage industry, focusing on coaching, regulatory compliance, and customer service. Proven ability to establish best practices, track KPIs, and foster team engagement through effective communication and training.
Highest-signal resume keywords
Mortgage Loan Processing ManagementRemote Team LeadershipRegulatory Compliance KnowledgeCoaching and MentoringCustomer Service Focus
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage ExperienceLoan ProcessingPost-Closing ManagementKPI TrackingProcedure WritingWorkflow AdjustmentEscalation ManagementTeam Scorecard CompilationProcess Gap IdentificationVirtual Training
Soft Skills
Strong Written CommunicationTeam BuildingAttention to DetailEngagement and AccountabilityDiversity and Inclusion Commitment
Tools & Technologies
HRISSlackVideo Meeting Applications
Industry Keywords
Mortgage Regulatory ComplianceLoan Pipeline ManagementCustomer ServiceTeam AccountabilityVirtual Team Management
About the role
Key responsibilities & impact- Manage and scale the remote Loan Assistant team
- Share weekly, monthly, quarterly, and annual team and company goals and hold team members accountable
- Build camaraderie and teamwork through virtual team meetings and regular 1:1 check-ins
- Run virtual training for new Loan Assistants
- Serve as the team’s go-to for escalations, questions, and exceptions
- Mentor people inside and outside the team
- Document conversations in the HRIS and build ownership across the team
- Manage the bridge loan pipeline from setup through initial disclosure, submission, and post-closing
- Coach the team, provide feedback, and balance workloads to meet company SLAs
- Support post-closing review
- Resolve loan findings with responsible team members
- Work with Sales, Underwriting, and Closing to provide timely, accurate service
- Compile quarterly team scorecard data to track KPIs and quality
- Identify process and policy gaps with the Director of Lending Operations
- Write or update procedures for review, training, and rollout
- Establish best practices and adjust workflows to meet company KPIs
- Take on ad hoc projects and provide support wherever needed
Requirements
What you’ll need- At least 10 years of relevant mortgage experience, including 5 or more years directly managing a fully remote team
- Experience managing mortgage loan processing and/or post-closing teams
- A track record of coaching teams and helping them succeed
- Working knowledge of federal, state, and local mortgage regulatory compliance
- Strong written and virtual communication skills
- Ability to keep a distributed team aligned, engaged, and accountable using tools like Slack and video meetings
- Strong focus on customer service
- Close attention to detail
- Commitment to diverse, equitable, and inclusive practices
- High school diploma or equivalent experience
- Ability to constantly operate a computer
- Ability to communicate and exchange accurate information via telephone or internet video applications
- Ability to perform essential job functions with or without reasonable accommodation
Benefits
Comp & perks- 100% remote work culture
- Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
- Flexible Paid Time Off for full time employees
- 12 weeks paid parental leave for the birthing parent
- 6 weeks paid parental leave for the non-birthing parent
- One thousand annually for professional development
- Life, AD&D and Disability insurance for full time employees
- 401K (noncontributory by Knock) for all employees
- $75 monthly allowance for health & wellness
- Up to $400 monthly for a co-working space for eligible employees
- $100 monthly allowance for home internet, mobile phone or other communication devices
- $2,500 referral bonus for eligible employees
- Company incentive plan (bonus)
