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Team Leader Wholesale

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The team leader for the wholesale Client Underwriting Specialist department will be providing direction, instruction and guidance to the employees within the department. For the purpose of achieving the overall department goal.

Essential Job Functions:

  • Supports department and performs management duties when supervisor is absent or out of office.
  • Manages reports and determines how many loans are coming in and going out for the day.
  • Works managing the department inbox and facilitates and expedites priority loans with a great sense of urgency.
  • Answers team member questions, helps team members with any issues that may arise, and  helps team members resolve any escalated issues
  • Communicates all feedback to supervisor to make any escalated changes or quick minute decisions
  • Motivates the team and help train in whatever area of weakness, to ensure team member properly understands his/her function
  • Establishes a reputable relationship with our branches and provide great customer service to internal and external clients.
  • Call title agency on escalated issues or outstanding aged packages.


Other Related Duties:

Performs other related duties as assigned.


Supervisory Responsibilities:

Provides guidance and leadership to employees for daily activities and assigned projects or tasks

Participates in performance evaluation or personnel performance

May have project management responsibilities

Education and/or Experience:

High School Diploma or GED and one to two years of related experience and/or training; or equivalent combination of education and experience.


Language Skills:

Ability to read, and interpret documents such as policy and procedure manuals, safety rules, operating and maintenance instructions. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


Customer Service Relationships:

Assesses and diffuses problem situations and requires influencing others to reach consensus. Requires tact and diplomacy to handle difficult customer relationships. Explores alternatives and creative solutions to meeting the needs of customers.


Work Complexity:

Tasks are multiple and diverse with some interrelationship across processes. Work requires the direct application of a variety of procedures, policies and/or precedents.

Work Environment:

Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements. Position requires light physical activity.

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description. The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.