Assistant Loan Processing Manager

Triad Financial Services, Inc.; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Triad Financial Services, Inc. seeks an Assistant Loan Processing Manager to supervise the loan processing team, manage pipelines, and ensure timely closes. You will coach staff, monitor metrics, and collaborate with Loan Officers to process residential mortgage applications accurately.

You will assist with process improvements and maintain compliance and file integrity across the mortgage lifecycle, from approval to clear-to-close.

Qualifications

• Mortgage processing knowledge and experience required.
• Experience leading or mentoring a team preferred.
• Strong organizational and time management skills required.

Responsibilities

• Supervise Loan Processing team day-to-day activities.
• Monitor pipelines, distribution, and performance metrics.
• Provide training and coaching to Loan Processors.
• Escalate processing issues and customer concerns as needed.
• Ensure SLAs, turn times, and quality standards are met.
• Support process improvements and special projects.
• Maintain active mortgage loan file pipeline from approval to close.
• Collaborate with Loan Officers to process applications efficiently.

Skills

Mortgage processing knowledge

Encompass proficiency

Leadership / mentoring

Organizational skills

Time management

Customer service

Communication skills

Microsoft Office (Excel, Word, Outlook

Education

High school diploma or equivalent

Assoc./Bachelors preferred

Tools

Encompass Loan Origination System

Phone systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Assistant Loan Processing Manager

Triad Financial Services is seeking an experienced and motivated Assistant Loan Processing Manager to support the daily operations of the loan processing team while maintaining an active processing pipeline. This role serves as a working supervisor responsible for assisting with team leadership, workflow management, training, quality control, reporting, and administrative support while ensuring loans are processed efficiently from approval through clear-to-close.

The Assistant Loan Processing Manager acts as a key resource for Loan Processors by helping manage pipeline performance, borrower communication, departmental reporting, and process improvement initiatives. This position ensures service level expectations are met while fostering strong relationships with borrowers, dealers, and internal business partners.

Essential Functions

• Assist in the day-to-day supervision and support of the Loan Processing team.
• Monitor processor pipelines, workflow distribution, and departmental performance metrics.
• Provide training, coaching, and guidance to Loan Processors and support staff.
• Serve as a point of escalation for processing issues, borrower concerns, and operational challenges.
• Ensure departmental service standards, turn times, and quality expectations are consistently met.
• Assist upper management with process improvements, workflow enhancements, and special projects.
• Support staffing coverage during employee absences, vacations, and peak production periods.
• Maintain an active pipeline of mortgage loan files from approval through clear-to-close.
• Work directly with Loan Officers to process residential mortgage loan applications efficiently and accurately.
• Review borrower documentation to ensure underwriting conditions are satisfied.
• Submit complete and organized loan files for underwriting review.
• Coordinate appraisal, title, verification, and other third-party services required for loan approval.
• Ensure all required documentation is obtained prior to clear-to-close.
• Update fees, prepare re-disclosures, and maintain file compliance throughout the loan process.
• Monitor loan timelines and proactively address potential closing delays.
• Possess strong working knowledge of conventional, FHA, VA, adjustable-rate, and fixed-rate mortgage products.
• Manage administrative responsibilities associated with loan production and processor support.
• Provide borrower outreach and assist with inbound call overflow.
• Respond to client inquiries and provide status updates when Loan Officers or Processors are unavailable.
• Track and report on expiring rate locks, rejected conditions, aging loans, and other pipeline management metrics.
• Compile meeting notes, action items, and follow-up activities for management.
• Assist Loan Officers with scheduling, reporting, and administrative requests.
• Generate and distribute recurring management reports related to loan production and processing performance.
• Utilize loan origination and communication systems to maintain accurate records and workflow management.

Education

• High school diploma or equivalent required.
• Associate's or Bachelor's degree in Business, Finance, Banking, or a related field preferred.

Experience

• Minimum of 3-5 years of mortgage loan processing experience.
• Previous leadership, mentoring, supervisory, or team lead experience preferred.
• Experience managing loan pipelines and meeting production deadlines.
• Strong understanding of mortgage lending processes, underwriting requirements, and regulatory guidelines.

Knowledge, Skills, and Abilities

• Strong knowledge of mortgage loan processing and lending procedures.
• Proficiency with Encompass Loan Origination System.
• Experience with phone and communication management systems.
• Excellent organizational and time management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Exceptional verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Advanced proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
• Ability to work independently while effectively leading and supporting a team.

Performance Expectations

• Maintain departmental service-level agreements and processing turn times.
• Ensure quality loan submissions and minimized underwriting suspensions.
• Support achievement of departmental production goals.
• Foster a collaborative, accountable, and customer-focused team environment.
• Accurately maintain loan files and operational reporting.
• Demonstrate leadership through coaching, problem solving, and effective communication.

Physical Requirements

• Ability to sit at a workstation for extended periods.
• Ability to use a computer and keyboard for prolonged periods.
• Must be able to communicate effectively by telephone and video conferencing.
• Ability to perform essential job functions in compliance with ADA, FMLA, and applicable federal, state, and local regulations.
• Maintain regular and reliable attendance.