SALARY RANGE: $32.95 – $36.50/hr.

PRIMARY RESPONSIBILITY:

Reporting to the Mortgage Operations Manager, the Mortgage Loan Originator Assistant Team Lead is responsible for providing day-to-day leadership, direction, and support to a team of Mortgage Loan Originator Assistants. This is a working lead position, responsible for both maintaining an individual sales support pipeline and overseeing the quality, timeliness, and consistency of the team’s workflow.

The Mortgage Loan Originator Assistant Team Lead helps drive operational excellence, supports staff development, promotes consistent adherence to policies and procedures, and ensures an outstanding customer experience for both internal and external clients. This role is focused on supporting the sales function through effective pipeline management, timely issuance of disclosures, coordination of pre-approval activity, and consistent communication with borrowers, Loan Originators, and referral partners, while operating within the broader Mortgage Operations structure

ESSENTIAL FUNCTIONS:

• Provide daily leadership and oversight to a team of Mortgage Loan Originator Assistants.
• Coordinate and prioritize the daily work of direct reports to ensure timely and accurate sales support throughout the mortgage pipeline.
• Train, coach, and motivate staff to support performance, accountability, and ongoing development.
• Monitor team production, workflow, and service levels to ensure tasks are completed in accordance with established turn times, service standards, and departmental goals.
• Partner closely with the Mortgage Operations Manager and sales leadership to oversee pipeline flow and ensure pre-approvals, disclosures, and borrower follow-up activities are completed in a timely and efficient manner.
• Serve as a day-to-day resource for Loan Originator Assistants on pipeline management, problem resolution, file strategy, and escalation support.
• Maintain an active personal pipeline while meeting expectations for accuracy, timeliness, and customer service
• Oversee and support the team in managing the pre-approval pipeline, including reviewing application status, tracking outstanding items, following up with borrowers, and helping ensure timely conversion from pre-approval to contract.
• Ensure timely issuance of initial disclosures and redisclosures in accordance with regulatory requirements and internal service standards.
• Support the sales team by facilitating accurate application intake, collecting required documentation, assisting with borrower communication, and ensuring files are properly set up for next-step progression.
• Ensure Loan Originator Assistant staff maintain complete, accurate, and current information in the Bank’s Loan Origination System.
• Reinforce and monitor adherence to department procedures, compliance expectations, disclosure timing requirements, and internal controls.
• Review workflow trends and performance results to identify coaching opportunities, process gaps, and potential service improvements.
• Provide timely feedback to staff to support continuous improvement in quality, productivity, and service.
• Cross-train staff across key sales support functions to strengthen team flexibility, coverage, and operational consistency.
• Serve as a subject matter expert for mortgage sales support policies, procedures, systems, products, and workflow.
• Maintain strong working knowledge of loan programs, mortgage products, compliance requirements, and front-end mortgage workflow.
• Act as an escalation point for complex, sensitive, or high-priority loan issues impacting the sales support process.
• Assist the Mortgage Operations Manager in developing, updating, and maintaining written procedures, job aids, and workflow documentation for key Loan Originator Assistant functions.
• Work collaboratively with Loan Originators, Processing, Underwriting, Closing, Secondary, Compliance, and other internal partners to promote a team-oriented culture and seamless customer experience.
• Actively demonstrate and promote the behaviors and service standards outlined in the GRB Experience.
• Perform other related duties as assigned.

EDUCATION AND EXPERIENCE:

Bachelor’s degree and a minimum of 3 years residential mortgage processing experience or the equivalent combination of education and experience.

• Must have or be able to obtain a National Mortgage Licensing System (NMLS) number and remain active with the S.A.F.E Act registration throughout the duration of employment (with GRB assistance).
• Senior-level processing experience preferred.
• Prior supervisory, team lead, mentoring, or coaching experience preferred.
• Strong knowledge of residential mortgage products, guidelines, documentation, and processing workflow.
• Experience with automated underwriting systems, including DU, LP, and GUS, preferred.
• Prior experience using a mortgage loan origination system required; Encompass experience preferred.

COMPETENCIES:

• Strong commitment to delivering a remarkable client experience.
• Ability to lead by example and foster accountability, teamwork, and professionalism.
• Strong interpersonal skills with the ability to build effective working relationships across departments.
• Ability to identify issues, take ownership, and drive timely resolution.
• Effective coaching, training, and staff development skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Sound judgment and decision-making skills.
• Strong verbal and written communication skills.
• Demonstrated proficiency with computer systems and standard business software.

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 notice from the Department of Labor.