Team Leader – Investor Claims

Consolidated Analytics, Inc.; Tennessee; On-site; USD 70,000 - 110,000; Full time

Job summary

Consolidated Analytics is seeking a Team Leader for Investor Claims in Tennessee. Lead the day-to-day investor claims operations, ensuring accurate review, submission, and resolution while guiding a processor team to meet client and investor guidelines.

The role requires extensive knowledge of FHA, VA, and Fannie Mae processes, strong change management, and a track record of SLA-driven performance. Join a data-driven mortgage solutions partner driving transformation.

Qualifications

• Bachelor’s degree preferred; experience in mortgage operations is required.
• 6–10 years in Mortgage Operations, Investor Claims, or related processes.
• 2–3+ years of team leadership or supervisory experience.
• Experience with FHA, VA, and Fannie Mae claim processes preferred.
• Strong ability to manage high-volume SLA-driven teams.

Responsibilities

• Manage end-to-end Investor Claims Process, including review, submission, and resolution.
• Lead a team of processors and ensure adherence to investor guidelines.
• Prepare and publish daily, weekly, and monthly MIS reports.
• Monitor SLA/TAT adherence, escalation handling, and process improvements.
• Ensure documentation, audit trails, and data security.

Skills

Mortgage operations

Team leadership

FHA/VA/MA guidelines

Claim intake & referrals

MIS reporting

Education

Bachelor’s degree in finance, business, or related field

Job description

Team Leader – Investor Claims

Consolidated Analytics, Chennai, Tennessee, United States

About this position

Consolidated Analytics | End-to-End Mortgage Solutions. Real Expertise. Real Results.Consolidated Analytics is a data-driven mortgage solutions partner supporting the full life of the loan, from origination through servicing and capital markets. We combine asset-level intelligence with enterprise-scale solutions to power smarter decisions and measurable business outcomes. Our integrated capabilities span due diligence, residential and commercial valuation, collateral and risk analytics, process and technology optimization, and regulatory compliance, helping clients operate with clarity, agility, and confidence in a rapidly evolving market.

What sets us apart?

We bring together deep mortgage industry expertise, integrated technology, and a multidisciplinary workforce to help clients optimize quality, drive operational performance, and enhance decision‑making at scale. Across the loan lifecycle, whether managing volume, acquiring assets in bulk, scaling originations, launching or expanding servicing, or navigating market and regulatory change, our teams deliver with clarity, compliance, and speed.

Core Services

• Mortgage Due Diligence
• Property Valuation + Analytics
• Mortgage Fulfillment (Origination and Servicing)
• Default Services (Claims, REO, Rental Management)
• Risk + Compliance Advisory
• Business Process Solutions (BPS)

Our Evolution

Over the past decade, we’ve strategically acquired and integrated best-in-class firms, including OpEXNOW, Equitable Mortgage Solutions, Carrington Property Services, and RealInfo into a unified platform designed to meet the demands of today’s dynamic market. We’re not just a vendor, we’re a partner built for transformation.

Careers

We’re always hiring talented professionals who want to grow, lead, and win.

DESCRIPTION

The Team Leader will be responsible for managing the day-to-day operations of the Investor Claims Process, including claim preparation, review, submission, follow-up, and resolution. The role requires strong knowledge ofmortgage investor claim processes, including FHA, VA, and Fannie Mae guidelines, along with experience inclaim intake, referrals, reporting, and exception management.

The Team Leader will lead a team of processors, ensure adherence to investor and client guidelines, monitor SLA and quality performance, manage escalations, and drive process improvements.

1. Investor Claims Process Management

Key Responsibilities

• Manage the end-to-endInvestor Claims Process, ensuring claims are accurately reviewed, prepared, submitted, and resolved within defined SLAs/TATs.
• Should have strong working knowledge ofFHA, VA, and Fannie Mae investor claim processes and guidelines.
• Ensure the team understands and follows applicable investor requirements, timelines, documentation, and claim eligibility criteria.
• Review claims for completeness, accuracy, and compliance with investor requirements before submission.
• Handle complex claims, exceptions, discrepancies, and rejected/returned claims.
• Monitor claim status and ensure timely follow-up on pending claims and outstanding requirements.
• Identify potential claim losses, discrepancies, and process gaps and take appropriate corrective action.
• Ensure proper documentation and audit trails are maintained for all claims.
• Good understanding ofFHA claim requirements and processes, including claim documentation, timelines, adjustments, and follow‑up.
• Working knowledge ofVA claims processing requirements, documentation, and submission/follow‑up activities.
• Knowledge ofFannie Mae investor requirements and claim-related processes.
• Ability to interpret investor guidelines and communicate process changes to the team.
• Stay updated on changes to investor guidelines and ensure timely implementation within the process.
• Support the team in resolving investor‑specific exceptions and escalations.

3. Intake & Referral Management

• Manage and oversee theclaim intake process, ensuring referrals are received, reviewed, categorized, and assigned appropriately.
• Ensure all required information and documentation are available during intake.
• Reviewreferralsfor completeness, eligibility, priority, and appropriate workflow routing.
• Monitor referral queues and ensure timely action based on defined SLA/TAT.
• Track pending referrals, aging items, and exceptions and ensure timely resolution.
• Coordinate with upstream/downstream teams for missing information, documentation, or clarification.
• Identify recurring referral issues and recommend process improvements.

4. Reports & MIS Management

• Prepare, review, and publishdaily, weekly, and monthly operational reports/MIS.
• Monitor key metrics such as:
  • Claims submitted
  • Aging/backlog
  • SLA/TAT adherence
  • Productivity
  • Quality/accuracy
  • Error and rework percentage
• Analyse trends and provide actionable insights to management.
• Ensure reports are accurate and delivered within defined timelines.
• Develop and maintain trackers/dashboards for claims, referrals, aging, and team performance.
• Highlight risks, bottlenecks, and performance gaps to management.

6. Quality & Compliance

• Conduct regular quality checks on claims and related transactions.
• Ensure adherence toinvestor guidelines, client procedures, SOPs, and internal controls.
• Monitor processing errors, claim rejections, financial discrepancies, and rework.
• Perform root‑cause analysis on quality issues and implement preventive actions.
• Ensure sensitive borrower/investor information is handled securely and appropriately.
• Support internal and client audits by providing required documentation and process information.

7. Escalation & Stakeholder Management

• Act as the first‑level escalation point for complex investor claims, referrals, and operational issues.
• Resolve process-related issues by coordinating with relevant internal teams.
• Work closely with Quality, Training, Compliance, Technology, Reporting/MIS, and other operational teams.
• Communicate effectively with management and stakeholders regarding operational performance, risks, and escalations.
• Ensure timely resolution and closure of escalated items.

8. Process Improvement

• Identify opportunities to improve claim processing accuracy, turnaround time, and productivity.
• Analyse recurring claim rejection, referral, and exception trends.
• Recommend process improvements to reduce errors, rework, backlog, and financial impact.
• Participate in process transitions, system enhancements, UAT, and automation initiatives.
• Maintain updated SOPs, process documentation, and knowledge materials.

QUALIFICATIONS

• Bachelor’s degree in finance, Commerce, Business Administration, or a related field preferred.
• 6–10 years of experiencein Mortgage Operations, Investor Claims, Default Management, Loss Mitigation, or related mortgage servicing processes.
• 2–3+ years of Team Lead/Supervisory experiencepreferred.
• Prior experience handlingFHA, VA, and Fannie Mae processes is required/preferred.
• Experience inclaim intake, referrals, reporting/MIS, and exception managementis highly preferred.
• Experience managing a high-volume, SLA-driven mortgage operations team will be an advantage.

OTHER DUTIES

Please note, this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.