Responsible for strategically redesigning and optimizing the end-to-end mortgage operational workflow across the organization.
Focuses on improving the efficiency, scalability, and effectiveness of the mortgage lifecycle by leveraging emerging technologies, artificial intelligence, automation, and process innovation.
Partners with operational, technology, product, and data teams to increase efficiencies across operational pillars and design a more scalable, data-driven operating model.
Leads initiatives that integrate AI-enabled tools, workflow automation, and advanced analytics into the mortgage lifecycle to improve cycle times, productivity, borrower experience, and operational quality.
Identifies operational inefficiencies, process fragmentation, and technology gaps across the mortgage lifecycle and develops scalable solutions to improve performance and cycle times.
Designs and implements AI-enabled operational workflows including intelligent document processing and automated decision support.
Develops an integrated workflow architecture that improves coordination and handoffs between sales, processing, underwriting, and closing.
Implements operational dashboards and analytics to monitor cycle times, pull-through rates, productivity, and quality.

Requirements

Minimum 12 years of experience in mortgage operations, mortgage technology, operational transformation, or related financial services roles.
Deep knowledge of the mortgage lifecycle including sales, processing, underwriting, closing, and post-closing functions.
Experience leading operational transformation initiatives or process reengineering programs.
Experience implementing automation technologies such as RPA, workflow automation platforms, or intelligent process automation.
Experience with AI-enabled mortgage technologies including automated document recognition, data extraction, and decision support tools.
Strong analytical and systems-thinking capabilities with the ability to redesign complex operational processes.
Ability to analyze complex operational systems and design scalable solutions that improve efficiency and quality.
Ability to influence cross-functional leaders and drive organizational change across multiple operational teams.
Strong communication, stakeholder management, and executive presentation skills.
Bachelor's Degree in Business Administration, Operations Management, Information Systems, or related field.
Master of Business Administration (MBA) preferred.

Benefits

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time-off benefits
Flexible spending account
401(k) with employer match
Employee Stock Purchase Plan (ESPP)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

mortgage operationsoperational transformationprocess reengineeringautomation technologiesRPAworkflow automationintelligent process automationAI-enabled mortgage technologiesautomated document recognitiondata extraction

Soft Skills

analytical capabilitiessystems-thinkinginfluencing leadersorganizational changecommunication skillsstakeholder managementexecutive presentation skills

Certifications

Bachelor's Degree in Business AdministrationBachelor's Degree in Operations ManagementBachelor's Degree in Information SystemsMaster of Business Administration (MBA)