Job Closed
This listing is no longer active.
We provide auto loans to the underserved and care for our customers and partners with exceptional service.
Sales Operations Associate
Location
Massachusetts
Posted
53 days ago
Salary
$67.8K / year
Seniority
Mid Level
Job Description
Sales Operations Associate
First Help Financial
• Own day-to-day Salesforce administration for the sales organization • Manage the Salesforce enhancement backlog, prioritize requests, and maintain a delivery roadmap • Administer users, profiles, roles, permission sets, and security model • Build and maintain reports and dashboards used by Sales leadership and field teams • Gather enhancement ideas monthly through structured feedback from users and management • Translate business requirements into clear technical requirements • Partner with the FHF Technology team as an Agile stakeholder on Salesforce-related initiatives • Troubleshoot user issues and system defects as the Salesforce SME for Sales • Support and maintain integrations and tools, including: - Salesforce Maps - Pardot / Marketing Cloud Account Engagement - DocuSign - Roll-Up Helper - Sigma and other integrations • Coordinate and collate reporting from different data sources: (LOS, Sigma, Funding Dashboard, etc) • Work with Sales VP and Sales Ops Manager to study existing metrics and develop future metrics to optimize sales performance • Work with Sales VP and Sales Ops Manager to analyze sales process and identify gaps • Analyze overall sales data for growth and improvement opportunities
Job Requirements
- Bachelor's Degree required
- Active/Current Salesforce.com Administrator Certification required
- 2+ years of Salesforce administration experience in a business environment, with an understanding of different business units and what they need
- Proven experience designing and administering Salesforce solutions, including custom objects, custom fields, picklists, page layouts, Flows, approval processes, validation rules, custom tabs, reports, dashboards, and email templates in alignment with Salesforce best practices
- Will eventually own and administer key tools and integrations, including: Salesforce Maps, Territory Management, Pardot, Sigma integrations, Rollup Helper, and DocuSign (prior experience not required)
- Customer service-focused, energetic personality, professionalism, and a desire to assist
- Strong interpersonal and teamwork skills
- Excellent written and verbal communication skills
- Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word)
Benefits
- Great Perks – We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us.
- Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
- Growth - Company growth provides unprecedented career growth. FHF’s extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you.
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
Description Sign-On Bonus: $3,000 ($1,500 paid at 6 months of service and $1,500 paid at 12 months of service). Remote eligible in the following states: Colorado, Alaska, South Dakota, North Carolina, Massachusetts, or Pennsylvania. General Purpose The Dialectical Behavioral Therapy (DBT) Clinician provides and oversees the provision of psychosocial and mental health care for selected clients and families using evidenced-based care. To perform this job successfully, and individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Essential Duties/Responsibilities - Provides comprehensive intake assessments and develops treatment plans for clients. - Provides risk assessment and intervention as part of the interdisciplinary team. - Refers to and coordinates with appropriate emergency services. - Continually assesses client’s behavioral health status. - Provides evidence-based intervention strategies to improve client functioning and adherence. - Acts as the lead liaison between client, psychiatrist, and other key providers for clients. - Provides group therapy, with content determined by client/clinic needs - Provides individual and family therapy services to clients and their families determined by client/clinic needs. - Provide resources as needed to encourage client’s progress in accomplishing treatment goals. - Collaborate with medical providers and/or additional service providers to coordinate care. - Provide a care management approach around psychosocial/behavioral health needs. - Work as part of a generalist team of clinicians. - Documents in EHR all patient contacts and other important clinical information. - Serves as an information resource to clinical team. - Participates in job-related training sessions and seminars. - Attends required staff meetings and maintain prompt and regular attendance. - Performs other duties as assigned. Summary of Benefits Insurance Coverage - Employer-paid Life insurance - Medical and behavioral health benefits - Dental - Vision - 6% employer match retirement, 100% vested after just one year - Optional insurance coverage is available on a shared-cost basis - Flexible spending plans for health, dependent, and elder care - Optional Health Savings Account plan with employer contributions Vacation & Education - Generous paid time off benefit - Up to 10 paid holidays - Paid Sick time - Solvista Health offers internships for master’s level students in the behavioral health field - Progressive skills enhancement training Reimbursements - Monthly stipend for fitness club membership - Discounted membership for Crossfit Cañon City and HRRMC Wellness U Staff Gym in Salida - Clinical licensure reimbursement Loan Forgiveness Student loan repayment programs are available through: - National Health Service Corps Active Sites - Nurse Corps Active Sites - NHSC STAR LRP Active Sites - Colorado Health Service Corps - Public Student Loan Forgiveness Summary of Compensation The base compensation represents the entry point of the range. Actual salaries will vary and may be above or below the range based on factors including but not limited to location, experience, education and performance. The salary is just one component of Solvista Health's total compensation package for employees. Pay Range begins with unlicensed clinician and ends with dual licensed clinician - Unlicensed Clinician pay range: $57,784.00 - $63,856.00 - Licensed Clinician (One License): $68,059.00 - $72,049.95 - Dual Licensed Clinician: $69,999.90 - $76,999.94 For position openings where sign-on bonus is present - Any former employee who separated within the last 180 days is ineligible for said bonus option. - Internal applicants are not eligible to receive said sign-on bonus. Summary of Equal Opportunities and Accommodations Solvista Health is deeply committed to building a workplace and community where inclusion is not only valued, but prioritized. We're proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process. To request an accommodation, please contact Human Resources at humanresources@solvistahealth.org, or by phone at 719-275-2351. Requirements Job Qualifications Knowledge, Skills, and Ability: - Possesses excellent organizational skills. - Knowledge of specific medical/psychiatric illnesses, procedures and treatments. - Excellent interpersonal skills including negotiation skills necessary to work within a team. - Ability to provide rapid clinical psychosocial assessments and brief, short or long-term treatment. - Cultural sensitivity and demonstrated competency in age specific behaviors. - Knowledge of community agencies/resources. - Ability to advocate/negotiate systems for/with patients. - Ability to prioritize decisions based upon multiple criteria and identifiable standards. - Ability to multitask under stressful situations. - Proficient in Windows and Microsoft Office Software. - Ability to work in a busy, high-stress environment. - Ability to prepare and maintain accurate records. - Ability to interpret rules and regulations and read and understand client records. - Ability to work tactfully and effectively with all constituents. - Ability to prepare clear and concise reports using correct grammar, punctuation, and spelling. - Ability to maintain objectivity and confidentiality. Education or Formal Training: Clinician II - Master’s degree in social work, clinical psychology, or closely related field - Colorado license eligible within 6 months of hire (LPC, LCSW, LMFT) - DBT Foundational training or equivalent. Clinician III (must meet the above requirement and following requirement) - Colorado license required (LPC, LCSW, LMFT). Experience - Five years of clinical experience as a licensed mental health professional; or combination of training, education, experience, and licensure that is equivalent and provides the required knowledge and abilities. Work Schedule - Monday – Friday 8am – 5pm (Mountain time, but it may be flexible for remote states in other time zones). - Remote eligible (Remote only eligible in the following states: Colorado, Alaska, South Dakota, North Carolina, Massachusetts, and Pennsylvania). Working Conditions and Other Conditions of Employment Working Environment: This job operates in a fast-paced, professional office environment and routinely requires the use of standard office equipment such as computers, phones, photocopiers. The position may require travel to conferences, meetings and branch locations on a regular or intermittent basis. Work may involve moderate exposure to unusual elements, such as extreme temperatures, dirt, dust, fumes, smoke, unpleasant odors, and/or loud noises. In the health center environment, there is potential for contact with blood-borne pathogens and communicable diseases, as well as potential for contact with dissatisfied or abusive individuals. There could be interaction with persons who are mentally ill, disabled, elderly and emotionally upset. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. This is a largely sedentary role but can involve standing or sitting for extended periods of time, bending at the waist, and using hands and fingers to handle and file papers or operate assigned equipment. While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may also have to lift 10 to 25 lbs. unassisted. Conditions of Employment: - Annual TB, federally required drug screening, and Influenza vaccination or compliance with policy and procedure. - Required possession of a valid state driver's license. - Successful candidate must submit to and pass, post-offer drug screen, background check, and FBI Fingerprint check. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. All jobs are posted internally and externally a minimum of 5 business days. Jobs posted are open positions needed to be filled.
Director of Strategic Operations, Professional Skills
Southern New Hampshire UniversitySouthern New Hampshire University is a team of innovators. World changers. Individuals who believe in progress with purpose. Since 1932, our people-centered strategy has defined us — and helped us grow a team that now serves over 180,000 learners worldwide. Our mission to transform lives is made possible by talented people who bring diverse industry experience, backgrounds and skills to the university. And today, we're ready to expand our reach. All we need is you. At SNHU, you'll have the option to work remotely in the following states: Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, New Hampshire, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin and Wyoming.
Southern New Hampshire University is a team of innovators. World changers. Individuals who believe in progress with purpose. Since 1932, our people-centered strategy has defined us — and helped us grow a team that now serves over 180,000 learners worldwide. Our mission to transform lives is made possible by talented people who bring diverse industry experience, backgrounds and skills to the university. And today, we're ready to expand our reach. All we need is you. Make an impact — from near or far At SNHU, you'll have the option to work remotely in the following states: Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, New Hampshire, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin and Wyoming. We ask that our remote employees have access to a reliable internet connection and a dedicated, properly equipped workspace that is free of distractions. Employees must reside in, and work from, one of the above approved states. The opportunity As our Director of Strategic Operations, Professional Skills, you will oversee strategic business initiatives from development through execution, working in close partnership with the Associate Vice President of Strategic Foresight. You will embed scalability into our daily operations — optimizing technology and processes, leading scenario planning, ensuring quality assurance, driving cross-functional alignment, and delivering executive-ready reporting. In doing so, you will help shift our portfolio from reactive execution to proactive management, protecting the learner experience, strengthening partner confidence, and positioning us for sustainable growth. This is a pivotal role as we grow and scale the Professional Skills team. You will play a central part in how we launch new products, serve both B2C and B2B audiences, and onboard external partners. You will identify and champion use cases for the technology tools and systems that power our work, bringing both comfort and curiosity to those platforms while spotting opportunities to improve how we operate internally and externally. You will be part of a small, collaborative team while working cross-functionally to share best practices and apply evidence-based approaches that elevate the administrative and learner experience across Professional Skills. This is a fully remote role, and it reports to the VP of Professional Skills. #LI-remote What You’ll Do: - Lead operational planning and optimization of the program portfolio, applying scenario planning to develop short- and long-term roadmaps that support scalability, sustainability, and learner success. - Translate initiative requirements into clear goals and objectives, breaking large projects into executable sub-projects for teams and partners. - Coordinate product roadmaps across teams to ensure alignment across development, design, and release timelines. - Oversee end-to-end program management including stakeholder experience, compliance tracking, risk identification, cross-functional issue resolution, badging, and process documentation. - Drive the Product Strategy roadmap, managing project discovery, communications, and milestone tracking through completion. - Establish and maintain quality standards for product launches, including web content, payments, learner surveys, and technology functionality; lead pre-launch reviews and ongoing audits. - Evaluate operating practices against strategic objectives, identify gaps, and integrate strategic priorities into program execution and operating models. - Own learner experience measurement and outcomes reporting; analyze feedback, performance metrics, and VOC data to guide enhancements and evidence-based improvements. - Serve as the primary program liaison across instructional teams, platform support, technical partners, and external stakeholders, facilitating communication and issue resolution throughout the program lifecycle. - Manage shared program communications and learner inquiries, ensuring timely responses and clear escalation paths. - Facilitate and manage relationships with external and vendor partners, including support for statements of work, business terms, and budget negotiations. - Define and track program KPIs related to participation, completion, performance, and credentials; produce executive-ready reports to inform decision-making and long-term strategy. - Lead analysis of workflows, reporting, technology, and team practices to identify optimization opportunities; design, implement, and document improved processes and operating models. - Perform other duties as assigned; responsibilities may evolve at any time with or without notice. What We’re Looking For: - Bachelors degree - 5+ years experience in systems integration, process integration, business process analysis, or related experience - Applied AI experience We believe real innovation comes from inclusion - where different experiences, perspectives and talents are celebrated. So if you're wondering whether SNHU is right for you, take the leap and apply. You might be just the person we're looking for. Compensation The annual pay range for this position is $85,563.00 - $136,928.00. Actual offer will be based on skills, qualifications, experience and internal equity, in addition to relevant business considerations. We expect this position to be hired in the following target hiring range $94,548.00 - $127,918.00. Exceptional benefits (because you’re exceptional) You’re the whole package. Your benefits should be, too. As a full-time employee at SNHU, you’ll get: - High-quality, low-deductible medical insurance - Low to no-cost dental and vision plans - 5 weeks of paid time off (plus almost a dozen paid holidays) - Employer-funded retirement - Free tuition program - Parental leave - Mental health and wellbeing resources
Job Description Our Vaccines Sales Team supports our customers by providing clinical and educational information about our products, as well as provide clinical training programs and resources. We support healthcare providers and healthcare systems in meeting the goals and needs of patients in their communities. Position Description: The Director, Commercial Operations for Vaccines – Central Region has overall responsibility for the management and results of customer teams which include VCRs and CTLs. The Regional territory includes 18 states in the Central area: Alabama, Florida, Georgia, Kentucky, Illinois, Iowa, Indiana, North Carolina, North Dakota, Michigan, Minnesota, South Carolina, South Dakota, Tennessee, Nebraska, Wisconsin, Wyoming, Montana. The DCO is responsible for staffing and selection of customer teams, development of strategic plans, resource allocation decisions, ownership/management of customer experiences, compliance with laws and policies, and accountability for P&L aggregations of assigned customer base. Responsible for the successful pull-through and implementation of brand strategies. People Management: - Recruits, hires, and supervises hiring of top talent to build a high-performing, diverse & customer centric integrated region team - Sets appropriate expectations and assesses Customer Team Leaders' performance - Rewards and retains team members based on results and by creating an environment supportive of growth and development - Supports and fosters a diverse and inclusive environment - Ensure understanding and continually reinforce principles of commercial models, and provide formal and informal feedback to Headquarters regarding status of implementations - Responsible for leading ongoing organizational and cultural transformations - Lead annual people management processes for employees (performance management, employee development, compensation & rewards); ensure ongoing feedback & coaching throughout the year to all employees to support achievement of assigned performance objectives - Prioritizes and allocates human resources across customers/accounts Customer Management: - Has ultimate responsibility for portfolio of customers and ownership of the "customer experience" - Responsible for Customer Teams’ delivery of customer experiences that demonstrate value and create trust - Develops business relationships with key customers - Supports prioritization of RMD efforts within the Region - Builds and maintains relationships with high-level individuals within key customer organizations; including building relationships with key Thought Leaders to support Advocate Development - Interactions with key customers in both public and private sector in order to ensure that customer teams and solutions/services are addressing needs of those accounts/customers - Implements an effective customer-centric approach, demonstrates the importance of the customer to our Company - Facilitates and advocates for ongoing customer interactions with our Company’s Senior management - Works closely with DCO counterparts (e.g., chronic care, oncology, IAM, virology, PAH/RD) to understand critical issues and opportunities, and ensures understanding has been incorporated into customer plans - Collaborates closely with other stakeholders to ensure consistency with customer base Business Operations: - Has decision rights for resource allocation decisions to maximize business outcomes - Makes local and customized resource allocation decisions to support optimal business results - Owns the business results for geography and is responsible for defined P&L goals. - Develops strategic plans by integrating information from multiple organization through collaboration with those groups, and sets objectives within context of divisional objectives; monitors and adjusts strategic plans as necessary - Integrates brand and customer strategies into overall strategic plan - Works closely with Headquarters brand teams to ensure appropriate field and customer input is provided to ongoing brand strategies - Shares and ensures alignment around customer centric visions with large teams, motivating and inspiring every level of employee toward shared goals - Informs and influences the development of national strategies and tactics as a participating member on cross-functional teams - Proactively identifies and creates opportunities to drive business results - Identifies opportunities to maximize business potential by taking into consideration and leveraging payor, patient, HBP, and Health Care Providers interactions and dependencies - Provides input into establishment of annual financial goals for aggregate assigned customer base - Ensures the team follows policies, business practices, and compliance guidelines Position Qualifications: Education Minimum Requirement: - Required: BA/BS - Preferred: MBA Required Experience and Skills: - Minimum of (10) years’ experience in Sales, Marketing or Managed Care - Pharmaceutical industry - Minimum of (3) years People Management experience - Minimum of (3) years’ experience developing and managing customer relationships - Valid Driver’s License Technical/Functional Capabilities: - Create a strategic plan by integrating short-, mid-, and long-term objectives - Formulate a strategic business plan based on customer business, needs and available resources - Clearly communicate and articulate a vision and strategy that motivates and energizes the region - Understands the market environment - identification of customer segments and business drivers - Listen, understand, and proactively address customer needs - Assess business results against objectives and realign resources based on the assessment - Enhance the selling skills and capabilities of the Representatives and Managers to optimize the customer experience Critical Experience: - Ability to translate division vision and strategy to directives and procedures - Experience leading a large team-organization - Marketing/brand experience, or experience working closely with Headquarter brand teams - Making resource decisions and trade-offs to maximize business potential - Identifying and pursuing opportunities for new products, services, and/or markets - Experience in building/directing new teams - Delivering customer value - Achieving results - Experience in managing Profit & Loss - Analyzing the human resource needs of a region to maximize the customer experience Leadership Capabilities: Deliver Customer Value - ability and appreciation to clearly understand the customer and their unique needs; ability to translate understanding into effective development and delivery of relevant solutions: - Collaborate - Builds Talent - Shape Strategy - Makes Sound Business Decisions - Relationship Development - Achieve Results Required Skills: Brand Strategy, Brand Strategy, Business Operations, Client-Centric, Coaching, Customer Relationship Building, Employee Performance Management, Immunochemistry, Immunology, Inbound Phone Sales, Managed Care Marketing, New Product Launch Strategies, Oncology, Pathology, People Leadership, Pharmaceutical Sales, Relationship Building, Resource Allocation, Sales Forecasting, Sales Goal Achievement, Sales Pipeline Management, Sales Reporting, Sales Strategy Development, Strategic Planning, Strategic Thinking {+ 2 more} Preferred Skills: Current Employees apply HERE Current Contingent Workers apply HERE US and Puerto Rico Residents Only: Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities. Please click here if you need an accommodation during the application or hiring process. As an Equal Employment Opportunity Employer, we provide equal opportunities to all employees and applicants for employment and prohibit discrimination on the basis of race, color, age, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or other applicable legally protected characteristics. As a federal contractor, we comply with all affirmative action requirements for protected veterans and individuals with disabilities. For more information about personal rights under the U.S. Equal Opportunity Employment laws, visit: EEOC Know Your Rights EEOC GINA Supplement We are proud to be a company that embraces the value of bringing together, talented, and committed people with diverse experiences, perspectives, skills and backgrounds. The fastest way to breakthrough innovation is when people with diverse ideas, broad experiences, backgrounds, and skills come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another’s thinking and approach problems collectively. Learn more about your rights, including under California, Colorado and other US State Acts U.S. Hybrid Work Model Effective September 5, 2023, employees in office-based positions in the U.S. will be working a Hybrid work consisting of three total days on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence.This Hybrid work model does not apply to, and daily in-person attendance is required for, field-based positions; facility-based, manufacturing-based, or research-based positions where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance also does not apply to roles that have been designated as “remote”. The salary range for this role is $231,900.00 - $365,000.00 This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. An employee’s position within the salary range will be based on several factors including, but not limited to relevant education, qualifications, certifications, experience, skills, geographic location, government requirements, and business or organizational needs. The successful candidate will be eligible for annual bonus and long-term incentive, if applicable. We offer a comprehensive package of benefits. Available benefits include medical, dental, vision healthcare and other insurance benefits (for employee and family), retirement benefits, including 401(k), paid holidays, vacation, and compassionate and sick days. More information about benefits is available at https://jobs.merck.com/us/en/compensation-and-benefits. You can apply for this role through https://jobs.merck.com/us/en (or via the Workday Jobs Hub if you are a current employee). The application deadline for this position is stated on this posting. San Francisco Residents Only: We will consider qualified applicants with arrest and conviction records for employment in compliance with the San Francisco Fair Chance Ordinance Los Angeles Residents Only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance Search Firm Representatives Please Read Carefully Merck & Co., Inc., Rahway, NJ, USA, also known as Merck Sharp & Dohme LLC, Rahway, NJ, USA, does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails. Employee Status: Regular Relocation: No relocation VISA Sponsorship: No Travel Requirements: 75% Flexible Work Arrangements: Remote Shift: 1st - Day Valid Driving License: Yes Hazardous Material(s): n/a Job Posting End Date: 04/28/2026*A job posting is effective until 11:59:59PM on the day BEFORE the listed job posting end date. Please ensure you apply to a job posting no later than the day BEFORE the job posting end date.
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Post Closing Specialist is responsible for coordinating the resolution of conditions identified by the investor during purchase review. To resolve conditions, the Post Closing Specialist is expected to research the loan file, clarify any ambiguity or potential concerns with the investor, determine alternative solutions, work with clients, partner with the appropriate departments to obtain additional or corrected documentation, and request investor exceptions as needed to clear loans for purchase in a timely manner. The Post Closing Specialist uses investor sites and the LOS system to obtain daily suspense reports, uploads documentation to the investor for curing and purchasing of loans, monitors daily workload, and documents and provides updates on all conditioned loans in the pipeline. Job Responsibilities: - Obtain daily suspense reports from investor’s sites to identify loans that have be suspended for purchase. - Document notification of suspense information in the system, logging the date of the first condition issued on the loan daily upon receipt of the suspense condition and the suspense(s) cure by date. - Review and obtain clarity from the investor when needed to determine the suspense item and what the investor is looking for to cure defect. - Review the closed loan file to determine if suspense item(s) are already in the loan file. - Collaborate with internal and external departments and the clients to obtain documentation needed to cure suspense items timely. - Log documentation received and upload all suspense documentation promptly to investor sites for review and purchasing of the loans. - Monitor daily condition reports from the investor for updates on suspended loans or new conditions as received. - Notify management on any issues of salability at an investor. - Monitor time of loans on the warehouse lines and advise Post Closing Manager of those at potential risk for curtailment from the warehouse. - Monitor a pipeline to ensure all loans shipped are either conditioned or purchased on time. - Maintain knowledge of agency and investor guidelines and overlays. - Meet goals for monthly purchased loan as determined by management. - Prepare and provide Post Consummation Closing Disclosures and refund checks as needed following regulatory guidelines. - Additional duties as assigned. Qualifications and Skills: - Bachelor’s degree and/or equivalent combination of education/experience. - Minimum of 5 years’ experience in mortgage credit and/or post-closing activities, with an extensive knowledge of regulatory and investor guidelines for various loan programs. - Excellent attention to detail and decision-making skills. - Excellent customer service and communication skills. - Proficient in Microsoft Office Suite. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: - Hourly Rate: $24.04 - $31.25 - The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.



