Job Description – Team Leader / Assistant Manager
Home Equity Line of Credit (HELOC) & Account Support Services – Small Business Ops
Role Overview
The Team Leader / Assistant Manager will be responsible for end‑to‑end delivery and people management for HELOC processing and closing operations, including Title, Appraisal, Insurance Review, Disbursements, and Small Business Account Support Services, along with governance, risk, and client management responsibilities.
Key Responsibilities
Operations & Delivery Management
- Manage daily delivery for:
- Home Equity Line of Credit (HELOC) end‑to‑end processing
- Title Review, Appraisal Review
- Flood and Hazard Insurance Review
- HELOC Closing Package preparation
- Disbursement operations
- Account Support Services – Small Business Ops
- Ensure SLA, productivity, quality, and compliance targets are met.
- Drive backlog management, volume stabilization, and process efficiency.
Risk, Quality & Compliance
- Ensure adherence to US banking regulations and client‑specified controls.
- Review quality trends, audit observations, and defect analysis.
- Drive corrective and preventive actions.
People Management
- Lead, coach, and develop JL2A and JL3A team members.
- Own performance management, attrition control, and capability building.
- Support hiring, training, and ramp‑up activities.
Client, Governance & Systems
- Participate in client calls and governance forums.
- Ensure accurate operational tracking and reporting
- Support GCC stabilization, new Transitions and continuous improvement initiatives.
Experience Required
- 7 to 10 years of experience in US HELOC / Mortgage / Secured Lending Operations.
- Minimum 2+ years in a Team Lead / Assistant Manager role.
- Strong exposure to HELOC processing and closing end‑to‑end delivery.
Educational Qualification
- Graduate in any discipline (mandatory).
- MBA / PGDM preferred but not mandatory.
