Escrow Holdback Team Lead

Team LeadGeneralFull TimeRemoteSeniorTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

0

Seniority

Senior

High School3 yrs expEnglish

Job Description

Escrow Holdback Team Lead

CrossCountry Mortgage, LLC

• Oversee the day-to-day activities of the EHB staff, ensuring high-quality customer service and adherence to service level agreements. • Provide guidance and resolution for escalated loan files and loan-level inquiries while managing workflow for Post-Closing Escrow Holdback processes. • Assign and balance workflow, conduct employee performance evaluations, monitor timecards, and support overall team productivity and compliance. • Collaborate with cross-functional departments to resolve problems and support initiatives. • Monitor and manage daily pipelines to optimize productivity, balance workloads, ensure service level agreements are met, and maintain compliance with CCM policies and loan approval requirements. • Serve as a liaison between CCM branches, loan officers, clients, and third-party vendors. • Ensure a thorough review of all required documents to support disbursements. • Manage the loan disbursement process and provide guidance to Escrow Holdback Specialists. • Monitor undeliverable loans and rate lock expiration dates to ensure extensions are requested and loans are re-locked. • Manage and monitor Agency Close Outs of Escrow Holdbacks. • Hold weekly meetings and perform monthly spot checks to ensure accuracy, completeness, and compliance. • Coordinate with CCM Accounting for reconciliation regarding disbursement of funds. • Manage employee timecard corrections, monitor and approve PTO requests. • Complete and facilitate employee performance evaluations. • Communicate any recommended updates or revisions to the Escrow Holdback Policies and Procedures to the Insuring and Escrow Holdback Manager. • Communicate operational trends and recurring issues. • Maintain a limited pipeline of loans to support workflow management and ensure balanced team coverage. • Provide training and onboarding support to new employees.

Job Requirements

  • High School Diploma or equivalent.
  • 3+ years of mortgage lending experience.
  • Supervisory experience, preferred.
  • Experience with Encompass, preferred.
  • Excellent communication skills.
  • Skilled in problem solving.
  • Excellent math and analytical skills.
  • Excellent prioritization and time management skills.
  • Proficient in Microsoft Outlook, Excel, Word, and Windows.

Benefits

  • medical
  • dental
  • vision
  • 401K
  • company-provided short-term disability
  • employee assistance program
  • wellness program

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