Mortgage Loan Partner Team Captain in Englewood, CO at Cornerstone Home Lending, Inc.

Date Posted: 5/3/2018

Job Snapshot

  • Employee Type:
  • Location:
    Englewood, CO
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Primary FocusHelp originate/structure loans and convert leads to closings, manage pipeline/loan process, communicate with clients and referral partners and help convert more leads into closings.

Team Vision: 

•        Allow God to use our hands to make a difference.  Help people find significance and move from the life they live to the life they dream about.

•        Delight our clients. Bring a positive, abundant attitude to work each day and live boldly despite the obstacles we encounter.

•        Find new and innovative ways to exceed our clients’ expectations create efficiencies.

3 Top Job Duties:

1.      Manage Leads/Pipeline, Turn Times & Locks, Back up LP1s, Processing, & LP2

•        Monitor leads, locks, appraisals, loan objection deadlines, closings

•        Monitor/track leads, running numbers, PQLS and Refi No PQL progress to ensure we are hitting standards

•        Daily status meetings to ensure we’re on track to deliver Wow + 1 Raving Fan Service

•        Measure and report progress to the team

•        Review docs

•        Pre-underwrite and issue Conditional Approval

•        Back up on disclosures/Under Contract Checklist. Reviewing CDs

•        Launch file to processing (after pre-launch)

•        Follow up on docs after pre-launch

•        Back up on Tuesday Update/Pre-Closing Blitz Calls

2.      Manage/Develop Team/Hold team accountable

•        Team Meeting/Gap Analysis and Review

•        Set up weekend coverage

•        Approve time cards

•        Complete LIP Pipeline and Loan Review Meeting Y/N Checklist (high level)

•        Help structure challenging deals

•        Reach out to Production Support

•        Leader Replacement

o   Knows all Realtors

o   Can take lead/application and run with it

o   Can run team fully

3.      Deliver WOW +1 Raving Fan Service

•        2 Handwritten notes daily

•        Ask for CCRs

•        Thursday calls to agents


•        Maintain current knowledge of underwriting guidelines

o   Team’s go-to person; understands processing/underwriting inside and out

o   Study UW and operations guidelines

o   Maintain positive, open relationship with underwriting

o   Help find creative ways to structure deals to get them CLOSED

•        Pipeline Meetings

o   Daily Team/Pipeline Meetings

o   Create and manage system to ensure consistent follow up and daily team priorities are met

o   Identify areas for process/system improvement, implement improvements

•        Complete On-time each month

o   Evaluate/ID areas for improvement, create systems to ‘one-time things’ and increase personal/team efficiency

o   Set quarterly and monthly goals for team

o   STANDARD:  4 hours per month

Job Requirements

Characteristics of the Ideal Team Captain:

•        Driven to learn everything they can about the mortgage industry and their position and manage/lead the team

o   Manage by walking around and connecting with people, rally the troops when necessary

o   Hold team accountable to hitting metrics/goals on a daily basis, jump in and help as necessary

o   Be the best at EVERY position on the team

o   Manage the entire process form lead to post closing/client for life

•        Incredibly resourceful and bring energy to the team

o   Make office a fun place to work! 

o   Takes the initiative to research what they do not know

o   Underwriting guidelines

o   Think like a sales person: Find a way to say YES (ie different options, action plans, etc.)

•        Naturally driven to WOW the person they report to and the entire team

•        Have incredible phone skills

o   Go Getter with great confidence and great connection skills

•        Have the ability to organize and prioritize

o   Proactively manage all metrics on a daily basis, jump in and assist when necessary

o   ID potential issues and find solutions before they become problems

o   Know when to pull leader in, but solve 95% of issues/challenges without leader involvement

•        Replace leader as necessary

o   Put people at EASE!

•        Is licensed

•        Sales Personality


What we need from you: Success in this job relies on your time management skills, organization, and positive attitude.

What we offer: Cornerstone has been setting all-time production records for over a year, and our dedicated support staff makes that growth possible. Because we recognize and reward hard work, we offer a competitive salary, full benefits package, and a performance based bonus.

What to do next: If Cornerstone Home Lending sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone. It really feels like home.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

No agencies or third parties please.



  1. Underwriter Jobs
  2. Loan Officer Jobs