Loan Operations Team Lead

and the job listing Expires on January 31, 2026

Internship Accounting, Data Analytics, Economics & Finance

Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.

The Loan Operations Team Lead is responsible for guiding and assisting the team and will monitor and generate all written communication timely and accurately for operations loan portfolios. This position will be responsible for error resolutions and process changes/updates to reduce ongoing inaccuracies.

The Loan Operations Team Lead supports management as an escalation point and acts as the point person for initial internal department questions regarding the processing of all loan functions. This position will support training of all functions including, but not limited to, reports and MSP data processing.

• Updates and reviews the MSP system with all new data input on the portfolio. Ensures appropriate correspondence is sent to borrowers in compliance with applicable law and agency guidelines. Review upcoming changes to ensure data is accurate and consumer disclosures are sent in a timely manner. Supports other members of the team on training and awareness.
• Performs system maintenance and ensures proper documentation for all adjustments made for critical loan data. Ensures appropriate correspondence is sent to borrowers in compliance with applicable law and agency guidelines. Provides support to newer members of the team to ensure the department is following process uniformly.
• Completes all data requirements within MSP on any and all acquired loan population that will need specific MSP data requirements. Ensures appropriate correspondence is sent to borrowers in compliance with applicable law and agency guidelines and provides support to other member of the team on training and awareness of these loan requirements.
• Assists, trains, and guides the team in their role and responsibilities as it pertains to the directives given to them pertaining to loan assignments. Serves as the go to for others on the team.
• Maintains, updates and produces reports for all loan functions to help support the team and identify data discrepancies within current loan portfolio and incoming loan populations.

• High school diploma or equivalent required
• Associated Degree Preferred

• Minimum three years loan servicing experience required.
• Full understanding of reports, and loan documents preferred.
• Understanding of FHA, VA, USDA Government loan products preferred.

• Effective verbal and written communication skills with ability to instruct members of team.
• Some reporting experience and data analytics
• Experience using Microsoft Office
• Displays strong organizational skills and manages time effectively.
• Ability to multi-task and deal with competing priorities
• Ability to meet deadlines.
• Ability to adapt to a changing environment.
• Ability to understand and utilize investor guidelines.

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.