Processing/Training Manager

About Bayshore Mortgage Funding:

Bayshore Mortgage Funding has built a strong reputation as an outstanding Mortgage Lender, serving the needs of real estate professionals, builders, and individual homebuyers throughout the country since 2001. We're a full-service Mortgage Lender with an experienced staff offering expertise in every area of mortgage lending. We have access to a full range of mortgage products and all our lending specialists are dedicated to finding the right loan for our customers and their unique needs. Throughout the process, we provide regular loan updates and progress reports, so our customers always know the status of their loan.

Position Summary

The Processing & Training Manager will lead our mortgage processing team while driving adoption of modern technology and workflow innovation. This role combines hands-on operational oversight with strategic training and team development. The ideal candidate is both a people leader and an early adopter—someone who can inspire processors and underwriters to embrace new tools and methods that streamline the mortgage process.

Key Responsibilities

• Manage the end-to-end mortgage loan processing lifecycle, ensuring timely and accurate completion of tasks, from loan setup and disclosure to pre-closing and closing.
• Act as the onboarding processor for all New Branch’s. To access the proper fit for the assigned processor.
• Collaborate with other departments, including underwriting, compliance, post-closing and sales, to ensure smooth communication and coordination.
• Act as a subject matter expert (SME) for team members and an escalation point for resolving complex processing issues or customer concerns.
• Oversee pipeline management to ensure service level agreements (SLAs) are consistently met and that loans are processed within specified timelines.
• Lead the implementation and optimization of emerging technologies, including: 
  • AI-enabled processing and underwriting software
  • Single-source income, employment, and asset verification tools (FNMA/FHLMC integrations)
  • Digital VOE and income solutions (e.g., Argyle, Truv, and similar platforms)
• Ensure compliance with all federal, state, and investor regulations, including TRID, RESPA, and TILA, throughout the loan processing lifecycle.
• Maintain up-to-date knowledge of industry regulations and incorporate changes into departmental processes and procedures.
• Implement and enforce risk mitigation policies to protect the organization from compliance violations or regulatory penalties.
• Serve as the primary escalation point for customer issues, working diligently to resolve concerns quickly and effectively.
• Promote a customer-centric culture by ensuring clear, timely, and professional communication with borrowers, loan officers, and external partners.
• Partner with sales teams to align customer expectations and maintain high levels of satisfaction throughout the loan application process.
• Monitor feedback and implement improvements to enhance the overall borrower experience.
• Develop and execute comprehensive training programs for new hires and existing staff to ensure consistent process excellence and adoption of new technologies.
• Build and inspire a high-performing team through coaching, mentorship, and accountability.
• Partner with leadership to identify operational bottlenecks and introduce technology-driven process improvements.
• Foster active employee engagement and “buy-in” for change initiatives by clearly communicating benefits, addressing concerns, and celebrating adoption milestones.
• Maintain up-to-date knowledge of industry guidelines, agency updates, and technology advancements.
• Monitor performance metrics to ensure service level and quality goals are met.

Why Join Us

You’ll play a pivotal role in modernizing our mortgage operations and shaping a forward-focused culture. We’re looking for a leader who can bridge technology and human connection—someone eager to create a team that doesn’t just keep up with the industry’s evolution, but helps set the pace.

 Qualifications

• Experience: Minimum 5+ years in mortgage operations, with at least 2 years in management or training capacity.
• Technical Proficiency: Demonstrated experience implementing or utilizing newer digital/AI-driven processing technologies and data verification tools.
• Leadership: Proven track record of building cohesive, high-performing teams.
• Change Management: Exceptional communication and influence skills; able to lead by example and gain enthusiastic employee buy-in for new systems or processes.
• Industry Knowledge: Strong understanding of conventional and government lending guidelines (FNMA, FHLMC, FHA, VA).
• Education: Bachelor’s degree preferred or equivalent industry experience.

Core Competencies

• Relationship building and interpersonal communication
• Strategic and operational thinking
• Continuous improvement mindset
• Adaptability and enthusiasm for innovation
• Coaching and team development