SchoolsFirst Federal Credit Union
Assistant Manager, Real Estate Post Closing
SchoolsFirst Federal Credit Union, Riverside, California, United States, 92504
What You’ll Be Doing
Assists the Department Manager with the daily operations of the Real Estate Post-Closing team and shares responsibility for department performance. Serves as a technical lead for Members, team members, and third-party vendors, ensuring compliant and timely finalization of real estate loan transactions. Oversees post‑closing activities including quality control, compliance, and loan delivery to investors. Provides guidance, directs team activities, and offers performance feedback and coaching. Accountable for service quality and ongoing process improvements to enhance the Member experience. Leads the daily operations of the Real Estate Post‑Closing team, providing expert guidance on complex tasks and serving as an escalation point for Member and teammember issues. Oversees all post‑closing activities including Closing Disclosures, trailing documents, investor delivery, adverse action notice review and delivery to ensure accuracy, compliance, and timely execution. Partners with Compliance and other internal stakeholders to ensure adherence to regulatory requirements and internal standards. Conduct teammember training on relevant changes or updates. Monitors department loan pipelines and third‑party vendor performance to ensure service standards, compliance guidelines, and delivery requirements are met. Drives operational improvements by identifying process gaps and barriers to team productivity, including system limitations and resource constraints. Develops and presents resolution recommendations to management and supports implementation of approved enhancements. Maintains expert‑level knowledge of Fannie Mae, Freddie Mac, FHA, and Conventional loan products, and ensures teammembers are trained on relevant updates and regulatory changes. Creates and delivers standard and ad‑hoc reports to stakeholders, performing data analysis to support business decisions, compliance reviews, and audit responses. Oversees audit preparation and image file collection for internal and external audits. Prepares formal responses to findings and supports development of corrective action plans. Supports business continuity planning through annual testing and reporting. Promotes a positive and professional work environment, fostering collaboration and clear communication with Members, teammembers, management, and vendors. Leads the team through organizational and process changes using sound change management strategies that drive engagement, build resilience, and support successful adoption of new systems, policies, and workflows. Additional Job Functions
Supervises teammembers directly, including selection, training, performance appraisal and work allocation. Responsible for scheduling staff. Helps establish, communicate and achieve the credit union’s goals and standards, ensuring these are fully communicated to and understood by all department staff. Identifies areas to streamline department and credit union operations. Complies with all government regulatory policies, internal policies and procedures, audit standards, remains current on and informed of Standard Operating Procedures (SOP) and apprises staff. May act in the capacity of the Manager in his or her absence. Performs other duties as assigned. Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions. Qualifications
High School Diploma or GED required. Bachelor’s Degree or equivalent years of experience preferred. 3‑5 years of previous related experience required. 1‑3 years previous supervisory experience required. Previous experience with FHA, FNMA and FHMC products preferred. Knowledge, Skills, and Abilities
Ability to develop internal and external working relationships. Extensive knowledge of mortgage and Equity products, investor / secondary market requirements and escrow / title practices. Strong product knowledge of Fannie Mae, Freddie Mac, FHA, and Conventional loans. Experience with, and the demonstrated ability to thoroughly comprehend mortgage servicing requirements and loan documentation. Excellent analytical, problem solving and organizational skills. Extensive knowledge of MS Excel, MS Word & servicing systems. Thorough understanding and high-level knowledge of both federal and state regulations, as well as compliance requirements associated with mortgage and Equity lending transactions in order to make professional and effective decisions that support the overall vision of the credit union.
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Assists the Department Manager with the daily operations of the Real Estate Post-Closing team and shares responsibility for department performance. Serves as a technical lead for Members, team members, and third-party vendors, ensuring compliant and timely finalization of real estate loan transactions. Oversees post‑closing activities including quality control, compliance, and loan delivery to investors. Provides guidance, directs team activities, and offers performance feedback and coaching. Accountable for service quality and ongoing process improvements to enhance the Member experience. Leads the daily operations of the Real Estate Post‑Closing team, providing expert guidance on complex tasks and serving as an escalation point for Member and teammember issues. Oversees all post‑closing activities including Closing Disclosures, trailing documents, investor delivery, adverse action notice review and delivery to ensure accuracy, compliance, and timely execution. Partners with Compliance and other internal stakeholders to ensure adherence to regulatory requirements and internal standards. Conduct teammember training on relevant changes or updates. Monitors department loan pipelines and third‑party vendor performance to ensure service standards, compliance guidelines, and delivery requirements are met. Drives operational improvements by identifying process gaps and barriers to team productivity, including system limitations and resource constraints. Develops and presents resolution recommendations to management and supports implementation of approved enhancements. Maintains expert‑level knowledge of Fannie Mae, Freddie Mac, FHA, and Conventional loan products, and ensures teammembers are trained on relevant updates and regulatory changes. Creates and delivers standard and ad‑hoc reports to stakeholders, performing data analysis to support business decisions, compliance reviews, and audit responses. Oversees audit preparation and image file collection for internal and external audits. Prepares formal responses to findings and supports development of corrective action plans. Supports business continuity planning through annual testing and reporting. Promotes a positive and professional work environment, fostering collaboration and clear communication with Members, teammembers, management, and vendors. Leads the team through organizational and process changes using sound change management strategies that drive engagement, build resilience, and support successful adoption of new systems, policies, and workflows. Additional Job Functions
Supervises teammembers directly, including selection, training, performance appraisal and work allocation. Responsible for scheduling staff. Helps establish, communicate and achieve the credit union’s goals and standards, ensuring these are fully communicated to and understood by all department staff. Identifies areas to streamline department and credit union operations. Complies with all government regulatory policies, internal policies and procedures, audit standards, remains current on and informed of Standard Operating Procedures (SOP) and apprises staff. May act in the capacity of the Manager in his or her absence. Performs other duties as assigned. Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions. Qualifications
High School Diploma or GED required. Bachelor’s Degree or equivalent years of experience preferred. 3‑5 years of previous related experience required. 1‑3 years previous supervisory experience required. Previous experience with FHA, FNMA and FHMC products preferred. Knowledge, Skills, and Abilities
Ability to develop internal and external working relationships. Extensive knowledge of mortgage and Equity products, investor / secondary market requirements and escrow / title practices. Strong product knowledge of Fannie Mae, Freddie Mac, FHA, and Conventional loans. Experience with, and the demonstrated ability to thoroughly comprehend mortgage servicing requirements and loan documentation. Excellent analytical, problem solving and organizational skills. Extensive knowledge of MS Excel, MS Word & servicing systems. Thorough understanding and high-level knowledge of both federal and state regulations, as well as compliance requirements associated with mortgage and Equity lending transactions in order to make professional and effective decisions that support the overall vision of the credit union.
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