Lead, coach, and oversee a team of Mortgage Bankers and Associate Mortgage Bankers
Drive consistent execution across complex loan pipelines
Support Financial Advisors, Private Bankers and clients with high-touch service
Own a personal pipeline of active mortgage applications and leads
Provide consultation on the credit risk of high-net-worth clients
Manage Client/FA/PB expectations and communication
Obtain, analyze, and validate all loan processing documents
Manage inbound/outbound queue, multiple call campaigns, and various bank initiatives
Effectively manage a complex pipeline that includes Ultra High Net Worth and Private Wealth Management mortgage transactions
Provide training and guidance to Mortgage Bankers and Associate Mortgage Bankers partners and peers
Proactively manage loan escalations as needed to ensure a timely resolution while providing enhanced client experience

Requires 15+ years of Wealth Management/Private Bank mortgage lending experience
Requires 10+ years of direct people management
Currently holding position of Executive Director (or equivalent) or higher
Established track record of developing and maintaining Client relationships
High school diploma or equivalent required
Eligible for employment with an FDIC-insured institution and able to register with the Nationwide Mortgage Licensing System & Registry (“NMLS”) as a mortgage loan originator.

Mortgage Banker Manager – Executive Director

Key skills