San Antonio, TX, USA
34 days ago
Senior Mortgage Onboarding Specialist

SWBC is seeking a talented individual to work closely with corporate teams to ensure timely, thorough, and consistent onboarding of new hires and transfers, with a special emphasis on the onboarding of new sales personnel. This role serves as the main point of contact during the orientation period, ensuring a smooth first 90 days for all new employees. This individual will also serve as the primary contact for all job changes within the SWBC Mortgage Division and assure that the approval process for job changes is followed and executed correctly in a timely manner so that the business process between Mortgage and Corporate is continuous.

ESSENTIAL DUTIES:

Main point of contact for all internal new-hire functions and set-up deliverables. Holds and controls the hiring approval process while administering and coordinating a timely and accurate onboarding process for all new hires and stakeholders.Facilitates the communication between corporate stakeholders and mortgage branch personnel for the first 90 days of employment.Acts as the primary point of contact for any issues or questions within a new branch, including policy questions. Proactively communicates updates and status changes to the corporate onboarding team.Oversees the collection, compilation, and distribution of due diligence materials and feedback needed to properly assess and vet the candidate and/or branch.Complete a cost benefit analysis for specific candidates.Project manage group onboardings.Coordinates with hiring managers and internal departments to ensure the timely submission of all onboarding tasks; tasks include but not limited to I9 verification, NMLS license attestation, and trainings.Prepares and maintains Mortgage Division’s new hire information portal and reference guides.Creates and sends offer letters, letters of intent (LOI), and employee agreements.Oversees compensation changes within the Mortgage Department.Partners with the Compliance and Legal Department to ensure that employment agreements and offer letters fulfill state and federal compliance, as well as SWBC company policies.Oversees the approval process for all hire requests, compensation changes, and job changes.Assists all levels of management with questions and requests regarding recruiting, hiring, job changes, compliance policies, commissions, and pay policies.Prepares periodic reports as necessary requested by management.Provides ways to improve processes and implement changes on a continual basis.Manages job postings (internal and external).Responsible for temporary employee onboarding and set-up logistics Work with marketing on updating and distributing recruiting materials to hiring managers and recruiters.Prep for recruiting visits (scheduled, reserving rooms, booking hotels/flights, order lunch – set up/take down).Assists with annual company campaigns – United Way, MAA, MORPAC, and etc.Performs all other duties as assigned.

MINIMUM REQUIREMENTS:

Bachelor’s Degree in Business, or related field from an accredited four-year college or university.Minimum of four (4) years of experience in Financial Services or Real Estate Industries preferred.Able to learn and apply general business concepts.Working knowledge of staffing analytics and business financial reporting.Strong critical thinking and analytical skills.Excellent attention to detail.Excellent organizational and follow through skills.Project management experience is preferred but not required.Excellent verbal and written communication skills.Excellent listening and problem resolution skills.Proficient in Microsoft Office skills including Word, Excel, Access, Outlook, TeamsAble to type 35 WPM.Able to use basic office equipment, including copy machine, personal computer, and fax.Able to travel locally or nationally by car or plane.Able to sit for long periods of time performing sedentary activities.Able to stand, stoop, and kneel to file for long periods of time.Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:  

Competitive overall compensation packageWork/Life balance Employee engagement activities and recognition awards Years of Service awardsCareer enhancement and growth opportunities Leadership Academy and Mentor ProgramContinuing education and career certifications Variety of healthcare coverage optionsTraditional and Roth 401(k) retirement plans Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWBC does not hire tobacco users as allowed by law.

    

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

Confirm your E-mail: Send Email