Design shift schedules and crew rotations that maximize productivity while adhering to compliance, licensing, and labor regulations.
Architect and implement optimization models tailored to mortgage and call center workflows, incorporating constraints such as licensing, skill sets, shift preferences, and regulatory compliance.
Design scheduling strategies that maximize loan officer availability during peak lead times, ensuring high pullthrough and conversion rates.
Apply state-of-the-art techniques on constraint-based optimization, linear/mixed integer optimization, fatigue modeling, skill-based routing to mortgage and call center workflows.
Develop predictive models for staffing needs based on loan volume forecasts, lead flow, historical trends, and marketing campaigns.
Ensure all scheduling practices comply with federal/state labor laws, licensing requirements, and internal policies.
Develop dashboards and analytics tools to monitor schedule adherence, utilization, SLA compliance, and staffing efficiency.
Use data-driven insights to continuously refine scheduling strategies and improve outcomes.
Collaborate with Sales, Operations and Technology teams to align workforce plans with business goals and seasonal trends.
Partner with the Technology team to integrate real-time optimization, predictive analytics, and automated scheduling workflows.
Requirements
Bachelor’s degree in Operations Research, Industrial Engineering, Data Science, or related field (Master’s preferred).
2+ years of experience in workforce optimization, crew scheduling, or operations planning in high-complexity environments (e.g., airlines, hospitals, BPOs).
Fluency in SQL and Python for data manipulation, modeling, and automation.
Hands-on experience with optimization solvers such as Gurobi, CPLEX, AMPL, Google OR-Tools, or similar.
Strong proficiency in scheduling algorithms, constraint-based optimization, and workforce management systems.
Experience in mortgage or call center operations is a strong plus.
Excellent communication and stakeholder management skills.
Benefits
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
Referral bonuses
Applicant Tracking System Keywords
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