Mortgage Warehouse Ops Lead — Client Portfolio Management

Mmbba; Hamilton (NJ); Hybride; USD 65 000 - 90 000; Plein temps

Résumé du poste

Customers Bank in Hamilton, NJ is seeking a Warehouse Operations Specialist to manage a portion of a multi-billion-dollar mortgage warehouse portfolio. The role requires strong independent judgment, attention to detail, and a customer-focused mindset.

You will serve as the primary operational contact for assigned clients, ensuring compliance with bank policies and funding requirements while delivering high-quality service, with opportunities to improve processes and data accuracy.

Qualifications

• Bachelor's degree in Finance, Business, Accounting, or a related field.
• 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.

Responsabilités

• 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 elevate issues as appropriate while recommending resolutions.
• Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience.

Connaissances

Analytical skills

Attention to detail

Customer service

Communication

Risk awareness

Formation

Bachelor's degree in Finance or related field

Outils

Warehouse lending systems

Loan servicing platforms

Microsoft Office

Description du poste

Customers Bank in Hamilton, NJ is seeking a Warehouse Operations Specialist to manage a portion of a multi-billion-dollar mortgage warehouse portfolio. The role requires strong independent judgment, attention to detail, and a customer-focused mindset.

You will serve as the primary operational contact for assigned clients, ensuring compliance with bank policies and funding requirements while delivering high-quality service, with opportunities to improve processes and data accuracy.