Mortgage Sales Efficiency Specialist

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well-being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Location

Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

The Mortgage Sales Efficiency Specialist is responsible for systems onboarding new mortgage sales staff and training sales staff on regulation updates, while also focusing on systems, technology, and compliance. This self-starter role identifies and recommends process improvements to enhance efficiency and member experience through technology solutions, seeking improvements that impact productivity, volume goals, and overall performance. They provide expert knowledge on TRID guidelines and underwriting standards, while partnering with the mortgage operations and internal audit teams to resolve audit findings and assist with exam preparations. Additionally, the role handles system escalations, compliance issues, various administrative support tasks, and provide PTO coverage for Loan Officer Assistants as needed. 

Essential Functions

• Onboard and train new Mortgage Sales Team members on systems and processes necessary to assist members with obtaining a mortgage, while providing support with integration into the Elevations culture.
• Support the management of Loan Officers production pipeline from application to disclosure, including but not limited to interacting with all internal and external parties to the mortgage in a collaborative and professional manner, proactively managing loan deadlines, submitting appraisal reconsiderations, rapid rescores, Loan Committee submissions, and pipeline calls.  
• Partner with the Learning and Development Team regarding any training needs while advocating the best practices within the Mortgage Sales Team.
• Provide expert level knowledge of TRID for the entire Mortgage Team regarding timing, guidelines and daily review of TRID timing issues assisting with change of circumstance disclosures to reduce or eliminate costs to cure.    
• Serve as an expert on Elevations mortgage sales systems, providing support to the Mortgage Team by handling system escalations, online account openings, compliance stops and other issues and provide ongoing training of new regulations, guidelines, system enhancements and procedures.
• Partner with IT to provide enhancements, efficiencies and support testing of current and new systems and platforms, primarily but not limited to Microsoft 365.  
• Partner with Elevations internal audit team to assist with exam prep for all audits, resolve pre-fund audit findings, provide training to resolve post-closing trends, and assist in creating action plans for executive summary reports.
• Maintain the Loan Product Matrix while providing support for the Consumer Product Matrix.    
• Perform a variety of administrative support tasks including but not limited to, sales lead distribution, processing invoices, granting access to systems for new Mortgage Sales Team members, Mortgage Sales SharePoint and huddle communication.
• Provide PTO coverage for Loan Officer Assistants as needed.

Reports To

AVP Mortgage Sales Administration

Manages

This role does not have supervisory responsib