Supervisor, Document Management Collateral

Summary:

The Document Management Collateral Supervisor is responsible for overseeing the team complete the assigned production, within SLA’s, within acceptable levels of quality, costs, and efficiency. The Supervisor will develop group cohesiveness, lead and solve routine daily issues. Also, responsible for the handling of mortgage collateral documents and processing requests from various business partners for collecting loan collateral documents from our custodians. This will include accurate and timely recording, tracking, safekeeping of original documents, and release of the collateral to respective parties.
 

Essential Job Duties and Responsibilities:

• Assign production to the team, train and motivate team members

• Evaluate production needs daily to ensure efficiency in handling volume changes, suggest and/or initiate improvements in quality

• Responsible for direct hiring, training, coaching, and deliver appropriate disciplinary actions.

• Investigates and responds to inquiries, effectively managing, and prioritizing workloads to meet critical deadlines.

• Manage relationships with business partners and external vendors

• Processing of incoming requests from various departments

• Develop and maintain department policy and procedures, job aids, and training guides

• Develop department processes that provide department efficiencies

• Possess detailed organizational skills that ensure the safekeeping of collateral loan documents in fireproof file cabinets

• Establish effective working relationship with all applicable contacts

• Perform frequent audit/inventory/quality checks of department processes to ensure collateral files are safe and accurate

• Special projects as needed

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

• This position has direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Expert level of proficiency in Excel and Microsoft Office Suite.

• Knowledge of mortgage funding process and working with warehouse banks, custodians, agencies and/or other investors.

• Knowledge of MBA (Mortgage Bankers Association) is preferred.

Education and/or Experience:

• 3+ years’ experience in Mortgage industry.

Certificates, Licenses, Registrations:

•  None Required

Work Complexity:

Problems and issues faced are general, and may require understanding of broader set of issues, but typically are not complex. Problems may require understanding of other job areas.  Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

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