Mortgage Solutions Manager

Overview

Are you passionate about making a real impact in the homebuying journey

At Tri Pointe Solutions, the financial services affiliate of Tri Pointe Homes, we’re redefining what it means to purchase a home

Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence

We offer a comprehensive suite of services—including mortgage, title, escrow, homeowner’s and title insurance—all integrated under one roof to create a seamless, high-quality lending experience for our borrowers

If you're ready to be part of a forward-thinking company that’s shaping the future of the industry, apply to join our outstanding team.

Tri Pointe Connect, the mortgage affiliate of Tri Pointe Homes, is looking for an experienced individual to join our talented group in Arizona as a Mortgage Solutions Manager

This is a hybrid position working out of our Operations Center in Scottsdale, Arizona.

Job Details

Position Summary: The Mortgage Solutions Manager leads a team dedicated to helping prospective homebuyers improve their financial and credit profiles to better position them for mortgage financing

This role is responsible for overseeing day-to-day team operations, coaching and development, workflow management, and ensuring an exceptional customer experience throughout the credit optimization process

The Manager partners closely with the Mortgage Solutions Specialist (MSS), Loan Officers and leadership teams to drive performance, improve conversion opportunities, and ensure seamless transitions into the loan origination process.

Responsibilities:
• Lead, coach, and develop a team of Mortgage Solutions Specialists (MSS) focused on credit education, financial readiness, and customer engagement.
• Monitor team performance metrics, productivity, pipeline management, and customer outcomes to ensure service level expectations and business goals are achieved.
• Partner with Loan Consultants/Officers and leadership to ensure alignment on customer strategy, referral management, and communication throughout the mortgage readiness process.
• Oversee the review of customer credit reports and action plans to ensure accuracy, compliance, and effectiveness in improving financing opportunities.
• Support the MSS in identifying credit improvement opportunities, dispute strategies, debt management recommendations, and financial positioning solutions.
• Ensure team members provide timely follow-up, ongoing customer support, and proactive communication throughout the action plan lifecycle.
• Maintain visibility into all customer pipelines, including referral tracking, action plan progress, projected completion timelines, and conversion readiness.
• Analyze team and customer performance trends to identify process improvement opportunities and implement best practices.
• Assist with escalated customer situations and provide resolution support while maintaining a high level of professionalism and customer satisfaction.
• Collaborate with cross-functional partners to enhance operational efficiency, reporting, and customer experience initiatives.
• Ensure compliance with company policies, lending regulations, and applicable credit reporting guidelines.
• Participate in hiring, onboarding, training, and performance management activities for Mortgage Solutions Specialists.
• Provide weekly/monthly reporting metrics for all MSS referrals to the Director of Centralized Production.

Job Requirements

Qualifications:
• Degree or equivalent experience
• 3+ years of experience in the mortgage, lending, banking, or financial services industry.
• Previous leadership, supervisory, or team lead experience preferred.
• NMLS MLO license strongly desired.

Skills:
• Advanced knowledge of credit reporting, credit scoring methodologies, and financial improvement strategies.
• Proficiency in reading and interpreting credit reports and understanding the impact of credit on mortgage qualification and interest rates
• Knowledge of the mortgage origination process and customer financing lifecycle.
• Strong leadership and team development skills with the ability to motivate and coach employees toward performance goals.
• Excellent customer service and relationship-building abilities.
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• Effective problem-solving and decision-making skills with strong attention to detail.
• Experience using CRM systems, preferably Salesforce.
• Experience with loan origination systems, Encompass a plus.
• Strong verbal and written communication skills with the ability to communicate professionally across all levels of the organization.
• Advanced reporting skills that can be delivered company wide.

Physical Requirements:
• May be sedentary for extended periods, up to 4 hours
• Visual acuity for detailed computer work
• Using fine motor skills for tasks requiring precision such as typing
• Hybrid work environment
• After hours/weekend, as needed

Want to know what it's like working at Tri Pointe Homes

Click here to see what our employees have to say: Great Place to Work Certified Company

Tri Pointe Homes is committed to building a diverse and talented team to help us achieve our goals

Please note that due to operational constraints, we are unable to consider applicants who require visa sponsorship (e.g., H1B, OPT) for this position

This policy applies uniformly to roles where sponsorship cannot be accommodated to ensure consistency and fairness in our hiring process.

At Tri Pointe Homes, we are intentional about fostering an environment where you, and all individuals, are encouraged to be their authentic selves. We embrace individuality and strive to be consciously inclusive of different backgrounds, experiences, and perspectives in every aspect of our business. We believe our company’s strength relies on the diversity of the team and the unique, innovative ideas everyone contributes.

Pursuant to the California Consumer Privacy Act of 2018, if you are a California resident, you have the right to know the categories of personal information that we collect about job applicants, employees and their emergency contacts and beneficiaries, and independent contractors

Please click here for a description of our personal information collection practices.

We are an Equal Opportunity Employer, which means we make employment decisions based on merit and qualifications and are committed to providing equal opportunities for all applicants and employees without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, sexual orientation, gender identity or expression, veteran status, genetic information, or any other characteristic protected by applicable federal, state or local laws.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business

If you believe you require such assistance to apply for an open position or to participate in an interview, please let us know.