Operations Manager

A Loan Office Operations Manager plays a vital role in the administrative upkeep of a loan office. As such the duties of a Loan Office Operations Manager cover the entire loan origination process including managing paperwork and interacting with everyone involved to keep the process moving efficiently. They are also responsible for checking important loan details and requirements before submitting all documentation to the lender.

They are also in charge of reviewing loan applications and completing administrative and marketing tasks for their organization.

Education Requirements

• At least 2/1 Bachelor’s Degree in Computer Science Business Accounting Banking & Finance Insurance or Actuarial Science
• Previous experience in banking industry not required but is a plus

Loan Office Operations Manager Essential Skills

• Integrity is a must
• Marketing skills
• Analytical skills
• Computation skills
• Leadership abilities
• People skills
• Written and oral communication skills
• Organization and prioritization
• Superb attention to detail
• Multitasking skills
• Problem solving
• Ability to work in US time
• Knowledge of Social Media Marketing required
• Knowledge of Customer Relationship Management (CRM) tools required

Loan Office Operations Manager Roles & Responsibilities

• Serve as an ongoing point of contact for clients helping them collect required information and complete any necessary documents throughout the loan process
• Calling B2B business partners and setting up appointments
• Calling B2C business partners and past clients
• Calling clients in the loan process
• CRM and database management
• Assist and coordinate internal parties involved in the loan application process including mortgage loan officers processors underwriters and realtors
• Gather information for new loan underwriting including credit reports tax filings business entity searches and title work
• Ensure loan documentation complies with federal and state requirements

DaytoDay Duties

• Accept and review loan applications
• Answer clients’ questions
• File necessary paperwork
• Make initial contact and follow up with potential clients
• Manage closing paperwork and ensure proper filing
• Review delinquent accounts and attempt to collect debts
• Perform general office administration duties
• Perform marketing and lead generation activities

Position is fully remote.