Production Transition Coordinator

Full Time Production Transition Coordinator

Location: Middletown, RI (hybrid eligible – 3 days in office)

Hours: M-F: 9:00 a.m. – 5:00 p.m. & Nights and Weekends as needed

Compensation: $28.85 - $33.65 per hour

Start Date: ASAP

Summary

As a Production Transition Coordinator, you will collaborate with our Sales Enablement Manager to onboard our incoming loan officers, sales managers and branch managers. Your day to day will mainly involve working directly with our new hires to ensure their current production is smoothly transferred to our systems throughout their first 90 days at Embrace. We are seeking gritty individuals who are customer service oriented, can think quick, problem solve, and thrive in a fast paced unpredictable environment.

Knowledge, Experience, Skills

Education: Minimum of a high school diploma required. College Degree in Business or Finance preferred, but not required. Aspiring Loan Officer would be considered
Experience: Minimum 1+ years of mortgage industry experience, loan officer assistant experience desired, and customer service facing experience required. Experience supporting a manager on a day to day basis and administrative duties required
Skills: Ability to problem solve well, think quickly, deescalate concerned customers, emotional intelligence.Detail oriented with strong follow-up skills. Interpersonal skills that forge professional relationships and support, strong oral, verbal and written communication skills. Pipeline management Desired skillset in social media marketing and ability to gain customer interaction with such marketing techniques.
Systems: Experience in using Empower Loan Management Software preferred but training is provided. Other systems/platforms are used daily such as Microsoft Office Suite, Adobe, DocuSign, Social Media, Incino (eSnapp), Total Expert and more.

Responsibilities

Loan Production

Assisting incoming production for loan officers transitioning – clients and borrowers
Assist the Loan Officer with providing pipeline updates in the loan manufacturing process
Maintain Loan Officer’s CRM to ensure prospects, active clients and closed loans are touched on a regular basis with the goal of identifying new referral activity.
Assist in providing high level customer service to all parties involved on each individual loan that is originated, but not limited to: responding to referral partner and borrower calls.
Will 100% require working after hours and/or weekends as needed to support Loan Officer production transition
Support contact with new Loan Officers for first 60-90 days
May be assigned to existing Loan Officers during high production periods

Orange Carpet Onboarding

Scheduling training for new Loan Officers/Sales Employees on a regular basis
Communication training facilitator
Preparing homeboarding packet for each Loan Officer and sending physical and electronic copy
Attendance to designed alliance meetings before Loan Officer starts (Pre-hire support call)
May need to attend Orange Carpet welcome dinner(s) with new Loan Officers/Sales Employees

Miscellaneous

May assist in promoting and branding Loan Officer via various channels including social media and engaging customers and partners on social sites.
Maintain a professional image and standards consistent with company policies and procedures to represent Embrace as a leading lender.
Participate in branch/headquarter meetings that require attendance to increase knowledge of process updates professional development.
Adhere to organizational policies and procedures to ensure effective and efficient results.
Keep up to date with changing rules, regulations, and guidelines from FNMA, FHLMC, FHA, and VA in addition to other investors and agencies.
Performing such duties and assuming other responsibilities as may be assigned.

Pay: $28.85 - $33.65 per hour

Benefits: