Mortgage Warehouse Operations Specialist

Customers Bancorp Inc; Hamilton (NJ); On-site; USD 75,000 - 105,000; Full time

Job summary

Customers Bank in Hamilton, NJ is seeking a Mortgage Warehouse Operations Specialist to manage a portion of our $3B mortgage warehouse lending portfolio. You will act as the primary operational contact for assigned business clients, coordinating with Relationship Managers to deliver timely, high-quality service.

The role requires strong analytical skills, attention to detail, and the ability to interpret loan data and documents for eligibility, compliance, and funding.

Qualifications

• Bachelor’s degree or equivalent experience in a finance-related field.
• Experience in mortgage warehouse lending, loan operations, or credit administration.
• Strong analytical and risk-aware decision-making abilities.
• Excellent communication skills for client service and internal partners.
• Ability to manage priorities in a deadline-driven environment.

Responsibilities

• Manage a designated portion of a $3B mortgage warehouse portfolio and mitigate risk.
• Serve as the primary operational contact for assigned business clients and coordinate with Relationship Managers.
• Review loan data and documentation to determine program eligibility and compliance.
• Ensure timely receipt and control of original mortgage loan collateral and delivery to investors.
• Monitor facility performance and prepare performance and exception reports.
• Maintain client- and loan-level data in the warehouse management system and other databases.
• Identify operational risks and escalate issues while recommending resolutions.
• Contribute to process improvements to enhance efficiency and client experience.

Skills

Analytical skills

Decision-making

Risk awareness

Attention to detail

Written and verbal communication

Collaboration with internal partners

Education

Bachelor’s degree in Finance, Business, Accounting, or related field

Tools

Warehouse lending systems

Loan servicing platforms

Microsoft Office (Excel, Word, Outlook)

Job description

## Mortgage Warehouse Operations SpecialistApplylocations: Hamilton, NJtime type: Full timeposted on: Posted 17 Days Agojob requisition id: REQ-2026-900At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.**Who is Customers Bank?**Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.**We get you further, faster.****Focused on you:** We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.**On the leading edge:** We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.**Proven reliability:** We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.**Position Overview**The Warehouse Operations Specialist is responsible for managing a portion of a multi-billion-dollar mortgage warehouse portfolio. This role requires strong independent judgment, attention to detail, and a customer-focused mindset. The position serves as the primary operational contact for assigned clients, ensuring compliance with bank policies, legal agreements, and funding requirements while delivering a high standard of customer service.**What you’ll do:*** Manage a designated portion of a **$3B mortgage warehouse lending portfolio**, applying sound decision-making to mitigate risk and ensure adherence to internal policies and legal agreements* Serve as the **primary point of contact** for assigned business clients, responding to service requests and coordinating with Relationship Managers to deliver timely, high-quality customer support* Review mortgage loan data and supporting documentation submitted with initial funding requests to determine program eligibility and confirm compliance with warehouse funding criteria* Ensure the timely receipt, tracking, and control of **original mortgage loan collateral**, and facilitate delivery to purchasing investors at the customer’s request* Monitor client facility performance from an operational standpoint, participating in regular internal and external meetings and preparing performance and exception reports* Maintain accurate and up-to-date **client- and loan-level data** within the warehouse management system and supporting operational databases* Identify operational risks, discrepancies, or exceptions and escalate issues as appropriate while recommending resolutions* Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience**What do you need?*** Bachelor’s degree in Finance, Business, Accounting, or a related field (or equivalent experience)* Experience in mortgage warehouse lending, loan operations, credit administration, or financial services* Strong analytical and decision-making skills with the ability to interpret complex loan data and legal documentation* Demonstrated experience providing account-based customer service to business clients* Excellent judgment and risk awareness* Strong attention to detail and organizational skills* Ability to manage multiple priorities in a deadline-driven environment* Clear, professional written and verbal communication skills* Proficiency with warehouse lending systems, loan servicing platforms, and Microsoft Office (Excel, Word, Outlook)* Ability to work independently while collaborating effectively with internal partners