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Milestone Management Jobs in Florida (NOW HIRING)

Firstsource

Mortgage Processor

Palm Bay, FL · On-site

$34K - $47K/yr

Demonstrated working knowledge of Encompass LOS - including milestone management, eFolder organization, and condition tracking. * Working knowledge of disclosure requirements, ECOA adverse action ...

Miles Ahead Management LLC

Sales Manager

Tampa, FL · On-site

... NewMile, CRM, etc.), building onboarding programs, aligning systems, and removing obstacles that hinder performance. As Milestone's technology evolves, the Sales Manager ensures sales teams ...

Stellar IT Group

PMO LEAD

Miami, FL · On-site

This role will oversee the PMO function, ensuring consistency in program management practices, milestone tracking, and risk management across all workstreams. Key Responsibilities * Lead the PMO ...

Socket.dev

Sales Manager

Tampa, FL · On-site

$90 - $150/hr

... NewMile, CRM, etc.), building onboarding programs, aligning systems, and removing obstacles that hinder performance. As Milestone's technology evolves, the Sales Manager ensures sales teams ...

Posted today

AST SpaceMobile

Revenue Manager

Miami, FL

Execute milestone invoicing and billing for government contracts, maintain milestone and billing ... Experience with accounting ERP systems (e.g., NetSuite, Oracle) and CRM (e.g., Salesforce)

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Showing results 21-40

All JobsMilestone Management JobsMilestone Management Jobs in Florida

Milestone Management information

See Florida salary details

$18.3K

$56.8K

$149.8K

How much do milestone management jobs pay per year?

As of Sep 4, 2026, the average yearly pay for milestone management in Florida is $56,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,465.00 and $68,507.00 per year, depending on experience, location, and employer.

What is the difference between Milestone Management vs Project Coordinator?

AspectMilestone ManagementProject Coordinator
Primary FocusTracking and ensuring completion of project milestonesSupporting project activities and communication
ResponsibilitiesPlanning milestone schedules, monitoring progress, reportingAssisting with task coordination, scheduling meetings, documentation
Required SkillsProject scheduling, time management, reportingCommunication, organization, basic project knowledge
Work EnvironmentProject teams, construction sites, IT projectsOffice settings, project teams, client interactions

While both roles support project success, Milestone Management focuses on tracking key project phases, whereas Project Coordinators handle broader support tasks to facilitate project flow. Understanding these differences helps organizations assign the right responsibilities for efficient project delivery.

What are popular job titles related to Milestone Management jobs in Florida?

For Milestone Management jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Milestone Management jobs in Florida look for?

The top searched job categories for Milestone Management jobs in Florida are:

What cities in Florida are hiring for Milestone Management jobs?

Cities in Florida with the most Milestone Management job openings:

Milestone Management jobs near you

Mortgage Processor

Firstsource

Palm Bay, FL • On-site

$34K - $47K/yr

Full-time

Posted 5 days ago

Firstsource rating

6.5

Company rating: 6.5 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

28th of 72 rated call and contact centers

Job description

Role Summary
The HELOC Loan Processor is the operational engine of the credit union's home equity line of credit program. Working as a member of the extended lending operations team, the Processor manages every file from completed application through the issuance of a clear-to-close, ensuring each loan is processed accurately, compliantly, and within the credit union's established service level standards. This role is the primary liaison between the loan officer, the member, third-party vendors, and the underwriting team - and is directly accountable for the quality, completeness, and timeliness of every file submitted.
Core Responsibilities
  • Review all incoming HELOC applications for completeness and accuracy against the credit union's loan policy and URLA requirements
  • If required within process requirements, issue the initial disclosure package -within the required regulatory window and track delivery confirmation for every file.
  • Order and manage all third-party services including appraisal through the credit union's approved AMC, title search through approved title counsel, flood determination, and any required HOA certifications - tracking expected turnaround against the file timeline.
  • Collect, review, and verify all required income documentation including W-2s, paystubs, federal tax returns, self-employment income analysis, and Social Security or pension award letters - identifying discrepancies before file submission to underwriting.
  • Collect and review asset documentation including bank statements and investment accounts, ensuring all large deposits are sourced and documented in compliance with underwriting guidelines.
  • Collect and review all other documentation required, including, but not limited to, hazard insurance, flood insurance, identification, verify membership or membership application, property report, letters of explanation, etc.
  • Build and maintain a complete, accurately named eFolder in Encompass following the credit union's document naming convention and stacking order standards.
  • Perform a pre-underwriting file review - calculating preliminary DTI and CLTV, confirming income documentation aligns with guidelines, and verifying all required documents are present - before submitting any file to underwriting.
  • Write a clear, concise processor submission narrative summarizing the loan scenario, borrower employment and income story, any derogatory history explanations, and the reasons the loan merits approval.
  • Manage underwriting conditions promptly, communicate clearly with the loan officer and closing team,track condition fulfillment, and upload cleared documentation to Encompass.
  • Advance Encompass milestones accurately and at the correct points in the workflow, ensuring the pipeline reporting visible to the loan officer team and management reflects the true status of every file.
  • Effective pipeline management to ensure all required follow-ups are sent and turn-times are met.
  • Monitor all regulatory timing deadlines Reg B/NOI - and escalate any file at risk of a compliance timing failure to the supervisor immediately.
  • Maintain regular, professional, and member-centric communication with the loan officer and member throughout the loan lifecycle, providing proactive updates at every stage transition without waiting for inbound inquiries.
  • Document all member and LO interactions in Encompass with date, time, and a clear summary of the communication and any commitments made.
  • Detail oriented with a strong focus on quality. Meets monthly performance goals including production, quality, and member satisfaction
  • Ability to process standard product offerings while verifying accuracy and adherence to guidelines of all documents required to complete submission to Underwriting

Regulatory & Compliance Responsibilities
  • Maintain working knowledge of TILA/Regulation Z, RESPA/Regulation X, ECOA/Regulation B, HMDA/Regulation C, FCRA, the Flood Disaster Protection Act, and BSA/AML obligations as they apply to HELOC origination.
  • Ensure all HMDA-required data fields are accurately captured in Encompass at the time of application intake, including ethnicity, race, sex, age, income, loan purpose, and property type.
  • Complete OFAC / Watch List screening on all borrowers at application intake and document results in the file.
  • Adhere to the credit union's BSA/AML Customer Identification Program requirements, including member identity verification and beneficial ownership documentation where applicable.
  • Comply with all appraiser independence requirements - never communicate directly with the appraiser regarding value and process all appraisal orders through the credit union's approved AMC channel.

Required Qualifications
  • Minimum 2 years of mortgage processing experience, with direct experience on home equity products strongly preferred.
  • Demonstrated working knowledge of Encompass LOS - including milestone management, eFolder organization, and condition tracking.
  • Working knowledge of disclosure requirements, ECOA adverse action procedures, and HMDA data collection standards.
  • Ability to independently calculate DTI and CLTV from credit, income, and asset documentation.
  • Strong written and verbal communication skills
  • Proven ability to manage a pipeline of 30 or more active files simultaneously while maintaining accuracy and regulatory compliance.
  • Experience working with self-employed income documentation including Schedule C, 1120S, and 1065 tax returns.
  • Familiarity with appraisal review standards, title commitment components, and flood determination requirements.
  • High attention to detail and a demonstrated track record of zero-defect file submissions to underwriting.
  • NMLS registration or willingness to obtain registration as required by applicable state law.

Preferred Qualifications
  • Credit union lending experience - familiarity with NCUA regulatory environment and member-centric service culture.
  • Experience working in an outsourced or extended team BPO model, processing on behalf of a lender client.
  • Knowledge of Texas home equity lending requirements, New York attorney closing requirements, or other state-specific HELOC regulations.
  • Completion of mortgage processing certification through MBA, NAMP, or equivalent professional organization.
  • Experience with DocMagic or Docutech disclosure fulfillment platforms integrated with Encompass.
  • Bilingual English/Spanish a plus in markets with significant Spanish-speaking membership.

Performance Standards
  • First-submission-to-underwriting quality rate of 95% or above - files submitted without missing documents, miscalculated income, or preventable conditions.
  • Average condition response turnaround of 24 hours or less from underwriter condition issuance.
  • Zero disclosure timing violations - all disclosures delivered within required regulatory windows.
  • Daily pipeline report and Encompass milestone accuracy maintained - no milestone advanced incorrectly or out of sequence.
  • Member and LO communication touchpoint at every stage transition - no file advances more than three business days without a documented status update.

Equal Employment Opportunity
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.
This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties and to assign other duties as necessary.

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