Mortgage Closing Team Lead

Genesee Regional Bank • Rochester, NY • 10h ago

Description

Salary Range: $28.85/hr. - $33.65/hr.

Position Summary

The Mortgage Closing Team Lead is responsible for overseeing the day-to-day operations of the mortgage closing team to ensure the timely, accurate, and compliant preparation of closing packages and related documentation. This role serves as a subject matter expert and working lead, providing guidance, training, and support to team members while partnering with internal departments and external stakeholders to resolve issues, maintain workflow efficiency, and support a high level of customer service.

Essential Functions

Team Leadership and Oversight

Provide day-to-day direction, support and guidance to Mortgage Closing Specialists.

Monitor team workflow and assign or adjust work to ensure closing deadlines and service level expectations are met.

Serve as the first point of escalation for complex or sensitive closing issues.

Provide coaching, feedback, and support to promote employee development and performance.

Closing Operations and Compliance

Review closing documentation for accuracy, completeness, and compliance with investor, bank, state, and federal requirements.

Ensure closing files are prepared in accordance with company policies, procedures, and quality standards.

Support the team in resolving documentation discrepancies, funding issues, and closing delays.

Assist in maintaining compliance with applicable regulatory requirements and internal controls.

Collaboration and Communication

Work closely with Loan Officers, Processors, Underwriters, attorneys, title companies, and other internal and external partners to facilitate efficient closings.

Communicate clearly and professionally to resolve issues and ensure all parties remain informed throughout the closing process.

Provide updates to management regarding team workflow, production, trends, and operational concerns.

Training and Process Improvement

Assist with onboarding and ongoing training for team members related to systems, procedures, and compliance requirements.

Reinforce department expectations, workflows, and service standards.

Identify opportunities for process improvement and operational efficiencies within the closing function.

Remain current on regulatory, investor, and operational changes and communicate updates to the team as needed.

Education and Experience

High School Diploma (Associate's degree preferred) and a minimum of 3 years mortgage closing experience or the equivalent combination of education and experience.

Strong knowledge of mortgage closing documentation, compliance requirements, and closing processes

Minimum of 1 year of leadership, supervisory, or team lead experience preferred

Experience working with mortgage loan systems and closing platforms preferred

Competencies

Leadership and team development

Customer service and relationship management

Regulatory compliance and risk awareness

Attention to detail and accuracy

Communication and problem-solving skills

Time management and organizational skills

Process improvement and operational efficiency

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to stand, sit, talk and hear. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work environment is an indoor climate-controlled office environment.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

Genesee Regional Bank is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, sex, disability, veteran status, or any other basis protected by applicable federal, state, or local law.

THIS JOB DESCRIPTION IS SUBJECT TO CHANGE AT ANY TIME.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Similar Jobs

State Income Tax-Manager-Open Location

EY • Rochester, NY • 3h ago

Finance, Accounting & Banking

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

3h ago

Go to Apply

State Income Tax-Senior-Open Location

EY • Rochester, NY • 3h ago

Finance, Accounting & Banking

3h ago

Go to Apply

Finance Manager, FP&A

ThermoFisher Scientific • Rochester, NY • 12h ago

Finance, Accounting & Banking

Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description Role Summary Joining Thermo Fisher Scientific as a Manager, Financial Planning & Analysis (FP&A) , you will play a pivotal role sup...

12h ago

Go to Apply

2026/2027 Adjunct Lecturer - Accounting, Economics, Finance

SUNY Brockport • Brockport, NY • 12h ago

Finance, Accounting & Banking

2026/2027 Adjunct Lecturer - Accounting, Economics, Finance Salary $5,500.00 Annually Location SUNY Brockport Job Type Adjunct Part-Time Job Number 2600301 Division School of Business and Management Department Accounting...

12h ago

Go to Apply

Accounting Manager

Advantage Federal Credit Union • Rochester, NY • 1d ago

Finance, Accounting & Banking

Accounting Manager About the Organization Advantage Federal Credit Union is a Not-for-Profit financial organization, wholly and locally owned and operated by and for its members. Our mission is to be every member's first...

1d ago

Go to Apply

Specialist, Finance

L3Harris • Rochester, NY • 1d ago

Finance, Accounting & Banking

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growt...

1d ago

Go to Apply

Assistant Professor of Finance

St. John Fisher University • Rochester, NY • 1d ago

Finance, Accounting & Banking

Overview: St. John Fisher University is an independent, liberal arts institution that provides a transformative education to approximately 3,800 undergraduate, master's, and doctoral students each year. Across its five S...

1d ago

Go to Apply

Accountant

Robert Half • Rochester, NY • 1d ago

Finance, Accounting & Banking

Description We are looking for an experienced Accountant to join our team in Rochester, New York. This Contract to permanent position offers an exciting opportunity to contribute to the financial health and success of ou...

1d ago

Go to Apply

Accountant - AP Specialist

Volunteers of America Upstate New York • Rochester, NY • 2d ago

Finance, Accounting & Banking

Salary Range $24.00 - $31.00 Hourly Position Type Full Time Travel Percentage Negligible Description Our Mission: To enable people in our community to break the cycle of poverty and to reach their full potential. Our Val...

2d ago

Go to Apply

Sr Business Systems Analyst - Core Finance

Rochester Institute Of Technology • Rochester, NY • 3d ago

Finance, Accounting & Banking

Essential Duties & Responsibilities Evaluates complex business problems and works with functional experts to gather comprehensive process and system requirements to meet business needs. Assists in developing and enha...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.