Job Description

Job Description

Job Description

Are you an experienced mortgage operations leader who thrives on accuracy, compliance, and exceptional client service? Are you ready to take the lead in a fast-paced environment where your expertise directly contributes to client trust and operational success?

Our client is seeking a Director of Document Preparation to join their team in Houston, TX. In this pivotal role, you'll lead a high-performing team responsible for preparing and reviewing essential mortgage closing documents. Your leadership will ensure operational excellence and support the delivery of outstanding service to a diverse client base that includes mortgage lenders, title companies, and legal partners.

What You’ll Do:

• Lead and Manage Teams: Oversee the daily operations of the Document Preparation and Review department, including supervising other managers, team leads, and exempt/non-exempt staff. Provide coaching, mentorship, and performance management in coordination with the Department Head.
• Drive Operational Excellence: Ensure timely and accurate preparation of mortgage closing documents in alignment with internal service standards and client expectations. Monitor production goals, quality metrics, and client SLAs.
• Client Relationship Management: Serve as a key point of contact for mortgage clients, title companies, and attorneys. Resolve issues and maintain trusted relationships through effective communication and problem-solving.
• Strategic Leadership: Participate in strategic planning initiatives. Recommend process improvements, staffing models, and department structure aligned with business goals.
• Policy, Compliance & Process Oversight: Ensure strict adherence to client-specific, investor, and regulatory requirements. Lead the implementation of updated systems, workflows, and policies to support continued compliance and operational efficiency.
• People Development: Train and retain top talent. Create an engaging work environment focused on professional growth, accountability, and high performance.

What You’ll Bring:

• 5+ years of leadership experience managing large mortgage closing teams
• Deep expertise in Texas mortgage closings, construction lending, and deficiency operations
• Proven track record of managing pipeline workflows, identifying risks, and delivering results
• Exceptional organizational and communication skills
• Demonstrated ability to work under pressure and meet strict deadlines, especially during month-end
• Strong knowledge of Microsoft Office (Outlook, Excel, Word) and comfort with document prep systems
• Experience collaborating with senior leaders and participating in strategic business discussions
• High attention to detail and a focus on accuracy and compliance

Our Client Offers:

• A competitive benefits package including paid time off, medical, dental, and vision insurance, a 401(k) plan, and more.

If you’re a proactive leader with a deep understanding of mortgage operations and a passion for getting the details right, we’d love to hear from you. Apply today to take the next step in your career and make a lasting impact with a company that values excellence, teamwork, and client success.

Want to learn more about 512Financial? Check out our Recruitment and Talent Acquisition Page! If you have any questions, please reach out to us here:

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