About this role
Role Overview
- Responsible for post-approval HELOC operations, ensuring completion of all closing steps.
- Provides day-to-day operational support for a digital HELOC product.
- Covers account verification, vendor issue resolution, customer dispute management, and response.
- Serves as the operational control point across notarization, booking, and recording.
- Coordinates across multiple vendors for seamless execution.
- Identifies and defines new SOPs to support product success.
- Collaborates with internal teams and external vendors to enhance customer-facing workflows.
- Key enabler of continuous improvement and optimization efforts.
Requirements
- 5+ years of experience in mortgage operations, HELOC operations, or digital lending.
- Strong understanding of mortgage closing and recording processes
- Experience with remote online notarization (RON)
- Experience resolving post-closing defects and booking discrepancies.
- Experience handling customer disputes, account verification, or fraud-related investigations
- Experience working with third-party vendors, including notary and recording providers.
- Strong analytical, organizational, and problem-solving skills.
- Comfortable working cross-functionally with product, engineering, compliance, and risk teams in a fast-paced environment
- Ability to operate independently and build processes from scratch in a greenfield environment