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Mortgage Executive Liaison Manager

First United Bank and Trust
United States, Texas, Plano
2805 Dallas Parkway (Show on map)
Apr 01, 2026
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We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position Job TitleMortgage Executive Liaison Manager Job Description

SUMMARY

As a leader on our team, you will manage building, developing, and designing functionality for First United Mortgage's growth for our customers, stakeholders, and company. This position is primarily responsible for managing the organization's Executive Liaison team. The selected candidate will be expected to deliver on responsibilities in support of multiple areas across the business and their related strategic objectives.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

The Executive Liaison Manager role will offer you the flexibility to make each day your own, while overseeing and managing the daily operations of the executive liaison team, ensuring compliance, contact center effectiveness, and maintaining accurate records, while also focusing on process improvement and team leadership.

Key Responsibilities:

  • Team Leadership:

Managing, mentoring, and developing the Executive Liaison team.

  • Strategy Development:

Developing and implementing comprehensive strategies that align with business objectives and regulatory requirements.

  • Risk Management:

Analyzing loss trends, identifying potential risks, and recommending strategies to mitigate those risks.

  • Compliance:

Ensuring compliance with regulatory requirements, investor guidelines, and internal policies.

  • Customer Relations:

Resolve customer complaints, escalations and requests while maintaining excellent professionalism standards in accordance with company policies and procedures.

  • Collaboration:

Play an integral role in communication and collaboration between the Customer Service department and all other Servicing leaders.

  • Performance Management:

Tracking key performance indicators (KPIs) and providing regular feedback to team members through performance reviews (weekly and monthly).Management oversight to be completed by preparing and delivering the appropriate reports.

  • Policy Development:

Assist in developing and implementing company policies and procedures, focusing on compliance, risk management and department effectiveness.

  • Training:

Providing training to team members on new policies, procedures, and systems.

Skills and Qualifications:

  • Education:Bachelor's degree in finance, business administration, or a related field is preferred.
  • Experience:Several years of experience in mortgage servicing.
  • Managing Abilities: Exercise sound judgment and leadership initiative to proactively identify issues, prioritize work, address business needs and take appropriate action with minimal direction.
  • Knowledge:Strong understanding of financial principles, mortgage lending, mortgage servicing processes.
  • Skills:Leadership, analytical, communication, and problem-solving skills.
  • Regulations:Familiarity with federal and state regulations, investor guidelines, and internal policies.
  • Software:Proficiency in MSP, Encompass, Jack Henry and other Mortgage Servicing Applications.
  • Customer Service:Ability to effectively communicate with and work with diverse stakeholders

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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