• Project Manager

    Robert Half The Creative Group (San Diego, CA)


    Description

    We are recruiting for an Operations & Growth Manager for an amazing mortgage company based in San Diego, CA. This is a high-visibility role responsible for overseeing operations, compliance, and investor coordination. This role is ideal for someone who thrives in a fast-paced, growth-oriented environment and wants to make a direct impact on company growth. You’ll optimize processes, ensure compliance with investor and regulatory requirements, manage communications, and directly support loan officers.

    Key Responsibilities:

    + Lead departmental communications and respond to loan officer and investor inquiries promptly.

    + Provide training and guidance on banking, compliance, and operational requirements via webinars, office hours, and one-on-one check-ins.

    + Track and ensure completion of required investor and regulatory training (Fannie Mae, Freddie Mac, UCDP, MERS, etc.). Loan & Investor Coordination

    + Serve as primary contact for appraisal orders, investor inquiries, and back-end fulfillment questions.

    + Track loan pipelines and ensure delivery of notes to warehouse lines and investors.

    + Monitor loan conditions and collaborate with internal teams to ensure timely clearance and purchase.

    + Coordinate with investors to resolve loan delivery or purchase issues efficiently. Documentation & Posting

    + Maintain and update departmental policies, procedures, and guidelines on the C2 Funding site.

    + Manage investor communications, including servicing letters for Kind, PennyMac, and other investors.

    + Enter financial and loan-related information into CRM system.

    + Reconcile warehouse line balances and ensure compliance.

    + Prepare and reconcile monthly P& L reports.

    Requirements

    + 5+ years of mortgage operations experience, preferably in correspondent or non-delegated channels.

    + Strong understanding of mortgage compliance requirements and investor guidelines.

    + Proven experience in training, mentoring, or guiding loan officers or operations staff.

    + Familiarity with warehouse lending, investor delivery, and loan reconciliation processes.

    + Excellent organizational, problem-solving, and communication skills.

    + Tech-savvy with experience using LOS platforms (e.g., ARIVE, Encompass, Synergy), investor portals, and compliance tools.

    + Detail-oriented and proactive in improving processes.

     

    Innovation starts with people.®

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

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