Divisional Operations Manager - Retail

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Cardinal Financial Consulting

Site WebLinkedInTous les Emplois

2 - 10 employés

Fondée en 2021

💼 Conseil

💸 Finance

🤝 B2B

Consulting • Finance • B2B

Cardinal Financial Consulting est une entreprise de services financiers dirigée par son fondateur qui offre des services de comptabilité judiciaire, de CFO fractionné et de tenue de livres, destinés aux entrepreneurs en phase de croissance et aux entreprises se préparant à l'expansion, aux fusions et acquisitions ou à la diligence raisonnable. L'entreprise met l'accent sur une tarification transparente, une supervision dirigée par des cadres expérimentés (sous la direction du PDG Ryan Yates, fort de 18 ans d'expérience dans les investissements alternatifs) et des services tels que la préparation judiciaire, l'évaluation et les dommages, la planification fiscale et des comptes financiers clairs pour soutenir les décisions stratégiques et l'examen légal/transactionnel. Elle se positionne entre les grandes firmes et les comptables juniors, offrant la tenue de livres récurrente et des missions de CFO mensuelles ainsi que des travaux judiciaires à l'heure.

Description

• Establishes production and quality control standards, holding both Sales and Ops teams to a performance service level agreement (SLA) and routine audits. • Monitors and rebalances processing pipelines, workloads and volume levels for balance and efficiency, and presents processing capacity plan to ensure quality, branch production goals/KPT’s/locks and service levels are being met consistently. • Identifies Operations staff not meeting performance standards and partners with Branch Manager to coach, develop, and overall improve processing performance, executing an action plan to improve LOA/TA/TC’s performance based off quality and efficiency results. • Reviews/audits incoming loan applications prior to submission to the processing and underwriting team for completeness and borrower engagement. • Monitors and advises Sales Team of locks that are expiring and/or assist with clearing lock mismatches; resolves or escalates file level issues if needed. • Reviews UW and Closing Doc rush request and escalates to Executive Support, Underwriting Manager/s, Closing Managers and EVP’s. • Takes an active role in forecasting and exceeding branch projections. • Monitor and track monthly funding projections for each branch. • Reviews Octane reports, monitoring daily, weekly and monthly production reports, effectively communicating status to all departments. • Addresses, resolves and swiftly responds to any consumer concerns related to the loan approval and processing phase or consumer experience as requested. • Manages loan pipeline to ensure there are no aged loan files and the loans are meeting all deadlines and overall service and quality expectations. • Conducts weekly and monthly pipeline meetings with Branch Manager to review production status and policy updates. • Oversees time cards, commissions and discretionary bonus requests, lead sources changes and other HR issues for direct and indirect reports, including Sales, Ops and Marketing. • Assists in the recruiting process; interviewing, onboarding and hiring and training all team members and performance management duties of the transaction management team. • Escalates to the Executive Team and SVP’s if any operational staff performance or training issues are noticed. • Communicate training needs as needed to the management team. • Effectively administers performance reviews, corrective action, coaching for Operations staff. • Leads team and individual employee meetings in an effective and professional manner. • Oversees planning, implementation, hiring and recruiting of division marketing team, providing coaching and direction for new sales campaigns, and marketing strategy and growth. • Other duties may be assigned.

🎯 Exigences

• Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc. • Ability to maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle. • Proficient with Octane, and all other 3rd party settlement service provider functions as required to perform job duties. • Strong PC Skills. • Must be proficient in MS Windows, Excel, Google G-Suite and Outlook. • Intermediate Excel skills a plus. • Has knowledge of commonly used terminology, concepts and practices and procedures within the mortgage industry. • Ability to meet time deadlines while working under pressure. • Ability to effectively handle simultaneous tasks and projects in a fast paced environment. • Able to effectively and efficiently work independently or as a member of a team. • Ability to effectively analyze loan account related problems and define solutions.

🏖️ Avantages

• Great compensation package • Opportunity for career growth • A commitment to be a relevant market leader - we are aiming for the top! • Octane, our engineered proprietary technology that is transforming the mortgage industry • An empowered culture where your ideas are important and your voice matters • Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more • Generous paid time off package that also includes all major holidays • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment