Processing Team Lead – Planet Capital

Posted Thursday, July 30, 2026 at 5:00 AM 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. Job Summary The Processing Team Lead is responsible for overseeing the day to day operations for a small team of processors. Essential Duties and Responsibilities Maintains an active pipeline and processes loans. Serves as first point of contact for escalations on other loan files Assists with onboarding and training new processors Assists AVP with rolling out new processes and procedures for the Processing Team. Assists processing team if AVP is out of office. Maintains high level of customer service by being proactive in communicating with borrowers and team members. Provides clear, effective communication with borrowers and team members when completing file-related activities. Ensure the loan origination system is kept up to date with current and accurate information. Performs other duties as assigned. Position Requirements Education High school diploma or equivalent required Experience 5 years processing Business Purpose (BPL) Loans required. 2 years processing team loan experience preferred. Functional/Technical Skills Demonstrated ability to manage a complex loan pipeline. Excellent organizational, communication, and problem-solving skills. Proficiency with company’s Loan Origination System and technology platforms. Effective written and verbal communication skills Ability to collaborate effectively with team Strong attention to detail Environmental/Physical Demands 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. Benefits 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. Planet Home Lending does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of an enforceable, fully executed agreement for a specified position, Planet Home Lending has no obligation to pay any compensation or recruiter fee of any kind. In the event a recruiter, agency or other similar third-party submits a resume or candidate without a valid binding agreement, Planet Home Lending explicitly reserves the right to pursue and hire those candidate(s) without any obligation or compensation to the referring party. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Planet Home Lending. If you or your agency would like to be considered as a future recruiting partner, please email [email protected] .