WHO WE ARE:

Maxwell, founded in 2015 by homebuyers frustrated with the mortgage process, has created a platform that streamlines and speeds up loan closings by over 45%. Our mission is to democratize mortgages by making them more accessible and efficient, reducing stress for borrowers and helping lenders stay compliant.
We are committed to a supportive, diverse, and inclusive culture, living our values of Rigor, Ownership, Curiosity, Kindness, and “Straight Up” to promote equality and financial empowerment. Intrigued? Say hello!

JOB SUMMARY:

The Client Team Lead focuses on client-facing communications, report deliverables, performance and quality metrics, escalations, and proactive training for PCQC Team, while working to adhere to internal controls to reduce errors and customer complaints.

SKILLS & ABILITIES:

• Understands Agency Post-Close Quality Control, grading and condition clearing processes.
• Knowledge of USPAP standards, supplemental valuation products and reconciliation.
• Ability to produce underwriting reports, analyze results, identify issues, and take corrective actions.
• Strong leadership skills with the ability and experience to manage people.
• Effectiveness as a team player.
• Ability to produce quality work and solve problems strategically.
• Strong analytical and organizational skills.

RELEVANT EXPERIENCE:

• Minimum 5 years mortgage underwriting or quality control within the origination or due diligence space.
• Minimum 2+ years supervisory experience.
• Experience in second level reviews and escalations
• Computer Skills: Working knowledge of and experience with Microsoft Office (Word, Excel, and Outlook).
• Previous experience with ACES.

WHAT YOU’LL BE DOING:

• Oversee daily production and pipeline; ensure client delivery SLAs are met
• Responsible for loan review escalations from clients and team
• Review and respond to questions and requests from clients
• Prepare and send PCQC Trending Reports, Prefund deliveries, and other requested deliverables
• Provide real time feedback pertaining to errors and determining corrective actions
• Provide procedures, prepare job aids, and address issues that may hinder accuracy, timeliness/deadlines
• Identify trends of errors and escalate to management
• Responsive to internal and external customers’ needs in a timely, accurate and professional manner
• Assists with loan review system testing and enhancement, if needed
• Acts as a SME on credit reviews, assisting with problem solving, issue resolution and loan review guidance
• Maintains a high level of confidentiality to protect privacy rights
• Provides coaching, training, and development to staff to ensure goals and KPIs are met
• Provide guidance on daily matters, such as, questions regarding Underwriting Guidelines and SOPs
• May perform Credit QC reviews on loans in the pipeline, as needed
• May perform any other job-related duties requested by management

SUPERVISORY RESPONSIBILITIES:

• Supervise the PCQC team.
• Responsible for the audits and training from the examination of loan reviews completed by team.
• Provide real time feedback pertaining to errors and determining corrective actions.
• Participates in the recruiting, interviewing, and training of new staff.
• Oversees the daily workflow of the department.
• Provides constructive and timely performance evaluations.