Production Transition Coordinator

Location: Middletown, RI (hybrid eligible – 3 days in office) Department: Executive General Business Hours: M-F: 9:00 a.m. – 5:00 p.m. & Nights and Weekends as needed Shift: 40 hours per week. Eligible for approved overtime. Managed by (Title): Sales Enablement Manager Compensation: $28.85 - $33.65 per hour FLSA Status: Non-Exempt Last Updated: 4/17/2026SummaryAs a Production Transition Coordinator, you will collaborate with our Sales Enablement Manager to onboard our incoming loan officers, sales managers and branch managers. Your day to day will mainly involve working directly with our new hires to ensure their current production is smoothly transferred to our systems throughout their first 90 days at Embrace. We are seeking gritty individuals who are customer service oriented, can think quick, problem solve, and thrive in a fast paced unpredictable environment.Knowledge, Experience And Skills RequiredTechnical Knowledge, Years of Related Experience, Skills, Licenses, and Systems Experience Education: Minimum of a high school diploma required. College Degree in Business or Finance preferred, but not required. Aspiring Loan Officer would be considered Experience : Minimum 1+ years of mortgage industry experience, loan officer assistant experience desired, and customer service facing experience required. Experience supporting a manager on a day to day basis and administrative duties required Skills: Ability to problem solve well, think quickly, deescalate concerned customers, emotional intelligence. Detail oriented with strong follow-up skills. Interpersonal skills that forge professional relationships and support, strong oral, verbal and written communication skills. Pipeline management Desired skillset in social media marketing and ability to gain customer interaction with such marketing techniques. Systems: Experience in using Empower Loan Management Software preferred but training is provided. Other systems/platforms are used daily such as Microsoft Office Suite, Adobe, DocuSign, Social Media, Incino (eSnapp), Total Expert and more. Training RequiredParticipate in additional training on sales, technology, products, procedures and pricing on an ongoing basis. Complete annual training as required by company policy and law on an annual basis in a timely manner.ResponsibilitiesLoan ProductionAssisting incoming production for loan officers transitioning – clients and borrowersAssist the Loan Officer with providing pipeline updates in the loan manufacturing processMaintain Loan Officer’s CRM to ensure prospects, active clients and closed loans are touched on a regular basis with the goal of identifying new referral activity.Assist in providing high level customer service to all parties involved on each individual loan that is originated, but not limited to: responding to referral partner and borrower calls.Will 100% require working after hours and/or weekends as needed to support Loan Officer production transitionSupport contact with new Loan Officers for first 60-90 daysMay be assigned to existing Loan Officers during high production periodsOrange Carpet OnboardingScheduling training for new Loan Officers/Sales Employees on a regular basisCommunication training facilitatorPreparing homeboarding packet for each Loan Officer and sending physical and electronic copyAttendance to designed alliance meetings before Loan Officer starts (Pre-hire support call)May need to attend Orange Carpet welcome dinner(s) with new Loan Officers/Sales EmployeesMiscellaneousMay assist in promoting and branding Loan Officer via various channels including social media and engaging customers and partners on social sites.Maintain a professional image and standards consistent with company policies and procedures to represent Embrace as a leading lender.Participate in branch/headquarter meetings that require attendance to increase knowledge of process updates professional development.Adhere to organizational policies and procedures to ensure effective and efficient results.Keep up to date with changing rules, regulations, and guidelines from FNMA, FHLMC, FHA, and VA in addition to other investors and agencies.Performing such duties and assuming other responsibilities as may be assigned. SPECIFIC ACTIVITIES Attend and participate in all Monthly Awards Ceremonies, Corporate Gatherings & Training Events. Read all newsletters and bulletins to remain current on corporate policies, procedures, and developments. DRIVER ELIGIBILITY GUIDELINES This position requires reliable transportation and the operation of a motor vehicle from time to time in order to perform your required job duties. Drivers must have a valid driver's license of the State they reside in. Additionally, drivers should have at least 2 years of driving experience and be at least 18 years old. Embrace Home Loans reserves the right to enforce additional driver eligibility guidelines as required by law. MEASUREMENTS OF SUCCESS Increasing customer base via Marketing tacticsRelationship management and business development.Customer Satisfaction.Mortgage Industry Knowledge WORK ENVIRONMENT AND DEMANDS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: Office / Hybrid schedule; A hybrid work schedule of 3 days in the office is mandatory. Possible Work Hazards: Minimal Physical Demands: LightOther Considerations/Disclaimers Job Description Disclaimer: This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks as assigned by supervisory personnel, regardless of job title or routine job duties.ADA ComplianceEmbrace Home Loans is an Equal Opportunity and ADA compliant Employer, committed to diversity in the workplace.Disclaimer For Connecticut ApplicantsThe applicant is not required to disclose the existence of any erased criminal history record information, erased criminal history record information are records pertaining to a finding of delinquency or that a child was a member of a family with service needs, an adjudication as a youthful offender, a criminal charge that has been dismissed or nolled, a criminal charge for which the person has been found not guilty or a conviction for which the person received an absolute pardon or criminal records that are erased pursuant to statute or by other operation of law, andAny person with erased criminal history record information shall be deemed to have never been arrested within the meaning of the general statutes with respect to the proceedings so erased and may so swear under oath. Work Location Information: Embrace supports hybrid work where business needs allow, but is rebuilding a community that looks forward to collaboration within an office setting. All remote work, if allowed, must be performed in a state in which Embrace is registered to do business or presently open to payroll withholding, unemployment insurance as well as workers compensation. Those states are as follows: Alabama, Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Maine, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Even if remote work is permitted, some presence in an office may be necessary based on needs, the nature of work, or in support of corporate sponsored events designed to build community. If your position requires an MLO license, you must be employed within commutable distance of an Embrace office (no home offices) and open to reporting to the office location when required.