Summary:

The Manager, Enterprise Doc Mgmt – Intake is responsible for providing managerial and operational support to the Document (Doc) Management (Mgmt) Department. This will include movement, monitoring, and processing of final trailing documents and/or collateral files post funding. The Manager, Doc Management - Intake, is primarily responsible for overseeing the Doc Management team's production to ensure they meet assigned quotas within Service Level Agreements (SLAs), and within acceptable levels of quality, cost, and efficiency. This role will work to develop a cohesive group dynamic, lead the team, and solve routine daily problems.

Essential Job Duties and Responsibilities:

Assist in many escalation issues.

Ensure department metrics are maintained and improving turn time efficiency.

Understand Mortgage Lending practices, to include knowledge on each document within the loan package and its key purpose.

Understanding of agency guidelines, such as Fannie, Freddie, Ginnie, State Housing programs, and other investors as Freedom Mortgage engages into relationships with them.

Lead and assist with various projects, preparing presentations, reports, and planning meetings.

Design and execute organizational changes that produce efficiencies and standard service, meeting service levels as expected. Must be able to conduct analysis and time studies to determine capacity and staff planning.

Ability to generate, cultivate and maintain business relationships with the corporate community, maintain a high level of communication skills and work well with a diverse group of people.

Knowledge and understanding of loan sales, document custodian relationships, and the post funding lifecycle of mortgage files.

Develops, communicates, and continuously assesses position requirements for direct reports; coach’s colleagues to improve individual and team performance against established metrics.

Responsible for all aspects of their staff’s development including performance review, salary administration, training and mentoring of their respective teams.

Strong organizational and critical thinking skills, including the capacity to identify and appropriately assess competing interests and priorities and to assimilate and organize information from a variety of sources.

Strategic Analysis: Analyze data and identify trends and key findings in both qualitative and quantitative data sets from various systems.

Prepare operational and risk reports for management analysis.

Prepare, examine, or analyze reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

Develop and maintain department policies and procedures.

Collaborate effectively with cross functional teams to implement solutions to keep the department in compliance.

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.

Education and/or Experience:

7+ years’ experience in Mortgage industry.

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

Expert level of proficiency in Excel and Microsoft Office Suite.

Knowledge of MBA (Mortgage Bankers Association) is preferred.

Certificates, Licenses, Registrations:

None Required

Work Complexity:

Problems and issues faced are moderately complex. Problems typically impact own department and maybe other departments. Problems are typically solved through drawing from prior experience and analysis of issues.

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.