Engagement and Onboarding Manager

Role Overview

• Own the end-to-end onboarding experience for newly hired and transferred Loan Officers and Loan Officer Assistants, ensuring a seamless, efficient, and compliant transition into production.
• Serve as the primary liaison between new hires and internal departments to facilitate communication, remove barriers, and ensure alignment.
• Coordinate system access, credentials, and tools to ensure new hires are fully operational by their start date.
• Provide ongoing mentorship and guidance to reinforce expectations, best practices, and company culture.
• Deliver a comprehensive “Day in the Life of a Loan” overview, including entity-specific workflows such as application submission, locking, and exception processes.
• Act as a subject matter on core systems/platforms/tools through in-depth training to ensure efficient system adoption.
• Provide foundational education on loan product offerings, pricing structures, and eligibility guidelines to support early production success.
• Introduce and reinforce marketing best practices aligned with company standards and regulatory requirements.
• Provide guidance on tools and resources such as MOD, MAXA, business cards, and signature standards.
• Ensure Loan Officers understand and adhere to RESPA and regulatory compliance requirements.
• Reinforce operational standards and escalate potential risk areas as needed.
• Utilize systems and light project management discipline to track onboarding milestones, completion metrics, and potential risk areas.
• Partner with leadership to continuously improve onboarding processes and training effectiveness.

Requirements

• Experience in mortgage operations, onboarding, training, or production support
• Strong understanding of loan origination lifecycle and compliance requirements
• Proficiency in mortgage systems and CRM platforms
• Exceptional organizational, communication, and stakeholder management skills
• Ability to manage multiple priorities in a fast-paced environment
• Bachelors or equivalent experience
• NMLS license/registration required
• 5 years of experience in mortgage operations, onboarding, training, or product support

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Flexible work arrangements
• Professional development opportunities