01Overview
DESCRIPTION:
The Team Lead for Investor Delivery manages the critical "Last Mile" of the loan sale process. This role is responsible for ensuring that the production team audits and delivers loan packages to investors with 100% accuracy and within the 48-hour delivery window. The Team Lead acts as the primary point of contact for complex investor suspense items and internal stakeholders (Secondary Marketing/Closing).
RESPONSIBILITIES:
SLA Oversight: Monitor the daily pipeline of ~125 loans to ensure all packages are delivered to end investors within 2 business days of closing.
Suspense Escalation: Serve as the subject matter expert for "hard-to-clear" suspense conditions, working directly with investors to resolve issues within the 24-hour target window.
Quality Governance: Conduct side-by-side coaching with Specialists and review QC reports to identify recurring errors in the 45-minute audit process.
Pipeline Management: Allocate loan files among the 14 Specialists based on complexity and daily volume spikes.
Process Improvement: Identify bottlenecks in the delivery workflow and implement solutions to reduce dwell time and investor kickbacks.
QUALIFICATIONS:
Required Education and Experience:
35 years of experience in Mortgage Post-Closing or Secondary Marketing.
Proven experience navigating major investor portals (e.g., Fannie Mae PE, Freddie Mac Loan Selling Advisor).
Strong analytical skills to interpret complex investor guidelines.
Strong leadership skills with a focus on high-volume production and administrative accuracy. .
