Specialist Director

Lindon, Utah /
Canopy Corporate – Specialists /
Canopy Mortgage is an industry leader of low-cost online mortgage lending. Canopy has developed proprietary technology & systems that makes getting a mortgage both easier, and more affordable than ever before!

The specialist director oversees our entire specialist department, which roles include verification of employment, evidence of insurance, tax return verification, etc.  This role partners with the Chief Operations Officer to define roles and responsibilities for the specialist team, to assure client confidentiality, and data verification for the mortgage application process is streamlined.

Core Responsibilities

    • Oversee the specialist team leads
    • Assure accuracy in data visualizations, which include performance metrics for each member of the specialist team
    • Manage the promotion and reward process for the team
    • Coordinate with Training and Development Manager to assure content accurately represents the different functions of the specialist position
    • Facilitate manager and team lead specific training 
    • Direct performance management process for all specialists, which includes the promotions, rewards, recognition, disciplinary action, and terminations
    • Responsible for headcount forecasting for the team based on organizational needs
    • Partner with team leads to incentivize and set goals for team members
    • Reviews subsamples of all files for quality control
    • Any other special projects as needed by the team and business


    • 3+ years experience in mortgage loan servicing
    • 2+ years leadership experience 
    • Clear and concise verbal and written communication skills
    • Ability to stay organized with a solid foundation in project management philosophies
    • Thorough understanding of all aspects of mortgage lending, servicing, and operational policies and practices
    • Successful in change management
    • Ability to review and analyze loan documents for accuracy