Team Leader – Underwriting

Location: Remote / Charlotte, NC

Open Position(s):  1

Job Description:

Underwriting Team Lead position is a remote role, located anywhere within the United States.

Responsible for reviewing loans, based upon client requirements, to ensure that compliance with appropriate guidelines have been met. Also responsible for analyzing credit, capacity and collateral in accordance with client or agencies established policies and procedures.

Key Responsibility Areas

    • Assist with day to day management of all Project activities – reporting into the Project Manager and a secondary leadership point of contact w/Client.
    • Assist in the implement the Project Execution Plan.
    • Assist with preparation of the Project status reports.
    • Assist with accountability of the success of the Project in terms of timetable, costs and achievement of objectives.
    • Re-appraise Project priorities and scheduled activities, and subsequently develop and recommend changes to the Project Plan.
    • Assist with the oversight of the production and maintenance of all Project plans.
    • Assist with keeping the project Guidelines up to date.
    • Monitors records and reports to the Project Manager/Directors the progress of the project against plan.
    • General project administration activities
    • Ensures Project facilities are available as required for the project team, including computer resources, staff support, program/technology needs, etc.
    • Assists the project manager in the development of the project processes as required.
    • Provides project infrastructure templates, for e.g. agenda’s, meetings, minutes, etc.
    • Assists with facilitating training for team with client, train any and all new hires after initial project launch as needed if requested by the project manager.
    • Provide guidance/training for any quality items as identified by client and/or manager.
    • Development and maintenance of Client Relationship.
    • Assists project manager with loan assignments, pipeline management and keeping loans within SLA.
    • Assist project manager with conducting and facilitating internal quality control audits.
    • Daily management of staff, handle questions from project, etc.
    • Assist Project manager with recruiting, hiring and training.
    • Periodic production as necessary to meet goals.
    • Assist with preparation of monthly project reports and weekly updates.
    • Ensure that iQA is conducting QC reviews on a minimum of 10% of all team production and more as necessary (including 100% of new employee loans).
    • Maintain acceptable quality rating for the team as defined by the client.
    • Some additional duties that may be assigned by the Project Manager or Director as needed.

Must Have

    • Must have at least 5 -7 years of recent front Line underwriting experience.
    • Must have 3-5 years mortgage underwriting supervisory experience.
    • NMLS licensing 20 hours a plus.

    Position Type/Expected Hours of Work

    This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m.


    This position requires no travel


    • 401(k)
    • Dental Insurance
    • Health Insurance
    • Disability benefits
    • Life Insurance
    • Paid Time Off
    • Vision Insurance