Corporate Mortgage Finance – Client Service Team Lead

Role Overview

• Handles loan activities for the warehouse lending business.
• Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
• Maintain warehouse lending program and loan level guidelines.
• Surveil market color and investor guidelines and recommend changes to CMF guidelines as needed based on market changes.
• Leverage technology to create scalable solutions with proper level of controls and oversight/reporting.
• Ensure seamless operational execution.
• Ensure all transactions are completed accurately and within SLA’s through oversight of queues and audits of teamwork.
• Review and approve transaction exception requests related to fundings, collateral and settlements within authority assigned by manager and in accordance HNB policy.
• Identify, review and analyze issues and problems, and resolve discrepancies in a timely manner, escalating when appropriate for situation.
• Research and compile data for management and surveillance reporting.
• Maintains and updates operational policies and procedures.
• Contributes to development of new policies and procedures for new processes.
• Mentor and train new colleagues.
• Active participant in projects and initiatives.
• Build and maintain strong relationships with clients, management, internal and external stakeholders to ensure effective communication, collaboration and problem solving.
• Analyze and recommend updates to process workflows as necessary to adapt to product, service or technology changes.
• Assist with planning and executing a variety of initiatives.

Requirements

• 6 or more years of relevant mortgage operations experience preferably in a fast-paced environment
• 3 or more years' experience with Microsoft Office Suite
• 3 or more year's proven ability to lead operational teams or large projects
• Bachelor's degree preferred
• Proficient written and verbal communication skills
• Operational leadership experience ideally within the mortgage warehouse finance industry or other specialty finance areas
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
• Strong leadership abilities and the ability to drive change and influence others

Benefits

• Flexible work arrangements
• Professional development opportunities