We are seeking a motivated and experienced Mortgage Operations Team Lead to oversee the management and daily operations of a US-based home finance and home insurance process. The ideal candidate will possess strong expertise in mortgage, home finance, and/or US home insurance operations. This role requires excellent leadership skills to manage and guide teams effectively while ensuring productivity, quality, compliance, and client expectations are consistently met.
Key Responsibilities
- Manage and supervise the daily operations of assigned home finance, mortgage, and/or US home insurance processes.
- Lead, coach, and motivate the team to meet operational, productivity, quality, and service-level goals.
- Monitor team performance regularly, providing feedback, coaching, and implementing performance improvement plans when necessary.
- Ensure all processes are executed accurately in line with established SOPs and client requirements.
- Review and verify loan, mortgage, and home insurance documentation for accuracy, completeness, and compliance.
- Collaborate with internal teams and US-based clients or stakeholders to resolve operational issues and maintain smooth workflows.
- Track daily productivity, quality, attendance, and adherence to process timelines.
- Prepare and deliver daily, weekly, and monthly performance reports to management.
- Identify process gaps and suggest improvements to enhance efficiency and quality.
- Manage escalations and ensure timely resolution of client and operational concerns.
- Ensure compliance with data privacy, confidentiality, and regulatory requirements.
- Conduct team meetings, performance reviews, and provide regular process updates.
- Support recruitment, onboarding, training, and development of team members as needed.
- Ensure business continuity and optimize resource utilization during peak periods.
- Maintain strong communication with onshore/client teams, providing timely updates on process performance.
Required Qualifications
- Bachelor’s degree in Business Administration, Finance, Accounting, Insurance, or a related field.
- 4–5 years of experience in US mortgage, home finance, US home insurance, banking, lending, or related BPO operations.
- Specific experience in US home insurance or US mortgage/home finance operations is highly preferred.
- Proven experience in a team lead or supervisory role.
- Strong understanding of US mortgage, home finance, and/or home insurance processes and documentation.
- Good knowledge of loan processing, underwriting support, mortgage documentation, insurance operations, or related financial services processes.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication abilities.
- Effective leadership, coaching, and team management skills.
- Proficiency in MS Office, particularly Excel and PowerPoint.
- Ability to analyze operational data and prepare detailed performance reports.
- Strong attention to detail with the ability to manage multiple priorities simultaneously.
- Ability to work under pressure and meet strict deadlines.
- Willingness to work US business hours or night shifts as required.
Preferred Qualifications
Candidates with experience in any of the following areas will be given preference:
- US Home Insurance
- US Mortgage Processing
- US Home Finance
- Home Loans
- Loan Origination
- Mortgage Underwriting Support
- Mortgage Documentation
- Loan Servicing
- Title/Escrow Operations
- Banking Operations
- Financial Services BPO
- Insurance Operations / Insurance BPO
This role offers the opportunity to lead a dynamic team within a critical segment of the home finance and insurance industry, contributing directly to operational excellence and client satisfaction.