Hybrid Corporate Mortgage Finance – Client Service Team Lead

Posted 2 days ago

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About the role

  • Corporate Mortgage Finance Operations Team Lead managing warehouse lending activities. Overseeing loan processing and operational execution while ensuring compliance with policies.

Responsibilities

  • 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

Job title

Corporate Mortgage Finance – Client Service Team Lead

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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