Assistant Manager – US Mortgage Processing

Job Description

The Assistant Manager acts as a bridge between frontline processing staff and senior leadership, helping implement process improvements and maintain high operational standards.

• Support the management, coaching, and daily oversight of the mortgage processing team to ensure timely and accurate loan file progression.
• Assist in reviewing borrower documentation such as income, credit, assets, appraisals, and disclosures to ensure completeness and accuracy.
• Ensure adherence to federal and state regulations, including TILA, RESPA, Fair Housing requirements, and investor guidelines.
• Maintain working knowledge of FNMA, FHA, VA, USDA, and Jumbo products, along with associated underwriting requirements.
• Help monitor and manage pipeline workflow to meet SLAs, cycle times, quality expectations, and funding goals.
• Collaborate with loan officers, underwriters, closers, and servicing teams to resolve bottlenecks and ensure smooth loan movement.
• Support quality control checks and ensure files are audit‑ready prior to submission to underwriting or closing.
• Participate in continuous improvement efforts, using data insights to identify process gaps and recommend solutions.
• Assist in preparing operational updates, reports, and team performance metrics for senior leadership.
• Conduct training sessions or refreshers for processing staff on LOS/AUS systems, guideline updates, and process expectations.

Eligibility & Qualifications

• 6–8+ years of US mortgage processing or mortgage operations experience, with 2+ years in a supervisory or team‑lead capacity.
• Hands‑on experience managing or supporting high‑volume loan pipelines in a fast‑paced environment.
• Strong understanding of regulatory requirements and investor guidelines (FNMA, FHA, VA, USDA).

• Bachelor’s degree in business, Finance, Management, or a related field preferred (not mandatory).
• Certifications such as Certified Mortgage Processor (CMP) are a plus.

• Proficiency with LOS systems (Encompass, Blend, Calyx, etc.) and AUS tools (DU, LP).
• Strong understanding of mortgage products, disclosures, underwriting requirements, and closing processes.
• Intermediate to advanced skills in Excel, reporting, and workflow management tools.

• Effective communicator with strong client‑service orientation.
• Ability to coach, develop, and support teams while maintaining high accuracy and compliance standards.
• Strong organizational and analytical skills with the ability to troubleshoot bottlenecks.
• High attention to detail and the ability to manage multiple tasks in a fast‑moving environment.