Bank Lending Experience & Delivery Leader

Charles Schwab Inc.

Westlake (TX)

On-site

USD 180,000 - 280,000

Full time

3 days ago
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Job summary

Charles Schwab Corporation is seeking a Director of Bank Lending Experience & Delivery to own the Bank Lending product experience and lead the delivery of lending solutions across PAL, SAL, Home Lending and Mortgage. You will partner with product owners, technology, and risk to shape a unified roadmap that aligns priorities and accelerates value delivery.

This leadership role focuses on end-to-end client, advisor, and representative journeys, reducing handoffs, and embedding strong governance in

Qualifications

  • 10+ years of experience in financial services and lending/banking experiences.
  • Demonstrated ownership of a product roadmap across multiple products or domains.
  • Strong delivery and execution background in agile environments.
  • Ability to translate strategy into prioritized, sequenced delivery.
  • Experience partnering with risk, compliance, legal, and business partners.
  • Executive presence with ability to influence senior leaders and cross-functional teams.

Responsibilities

  • Hold shared ownership of the Bank Lending product experience and drive cross-domain journeys for PAL, SAL, and Home Lending.
  • Own and coordinate a unified Bank Lending product roadmap across PAL, SAL, Home Lending/Mortgage, and HELOC.
  • Lead planning and execution readiness, translating business strategy into prioritized outcomes.
  • Partner with the PO group to manage backlogs and direct technical scrum teams.
  • Own the agile/technology delivery partnership, manage dependencies and delivery risk.
  • Oversee end-to-end client/advisor/rep journeys, usability validation, and digital adoption.
  • Drive intake, requirements management, and a single source of truth for requirements.
  • Reduce handoffs and establish clear end-to-end accountability.

Skills

Financial services
Lending expertise
People leadership
Product roadmap ownership
Agile delivery
End-to-end client experience
Product strategy
Regulatory know-how
Risk & compliance collaboration
Executive presence
Stakeholder collaboration
Emotional intelligence

Education

Bachelor's degree
Advanced degree
SAFe / Agile credentials
FINRA licenses
Banking certifications

Job description

Charles Schwab Corporation is seeking a Director of Bank Lending Experience & Delivery to own the Bank Lending product experience and lead the delivery of lending solutions across PAL, SAL, Home Lending and Mortgage. You will partner with product owners, technology, and risk to shape a unified roadmap that aligns priorities and accelerates value delivery.

This leadership role focuses on end-to-end client, advisor, and representative journeys, reducing handoffs, and embedding strong governance in

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