Wealth Management - Mortgage Manager II

Make your mark on a team that delivers an exceptional mortgage origination experience for Private Bank clients.

You will help deliver an exceptional client experience through clear communication and reliable follow-through.

Job responsibilities:

• Lead end-to-end mortgage origination operations from initial file intake through closing and funding.
• Oversee daily pipeline management, prioritization, and issue escalation to support on-time delivery.
• Review complex files and apply subject matter expertise to nonstandard income, asset, and collateral scenarios.
• Partner with underwriting, processing, closing, and mortgage solutions teams to remove blockers and improve handoffs.
• Ensure adherence to regulatory requirements, internal policies, and control standards throughout the origination lifecycle.
• Maintain quality control standards, including documentation accuracy and audit readiness.
• Manage and develop an operations team through coaching, performance management, and skill building.
• Identify operational risks and implement corrective actions and sustainable process improvements.
• Produce clear status updates and metrics to support transparency and decision-making.
• Provide management coverage as needed, including serving as a backup for senior leadership.

Required qualifications, capabilities, and skills:

• Ten years of mortgage operations experience.
• Five years of people leadership experience in an operations environment.
• Demonstrated experience managing complex mortgage files across the origination lifecycle.
• Working knowledge of mortgage regulatory and compliance requirements and operational controls.
• Proven ability to manage a pipeline, prioritize competing deadlines, and resolve escalations.
• Strong written and verbal communication skills, including the ability to explain complex topics clearly.
• Demonstrated ability to drive process improvements while maintaining quality and controls.
• Proficiency with mortgage origination systems and operational reporting tools.

Preferred qualifications, capabilities, and skills:

• Experience supporting a private bank or wealth management client segment.
• Experience using data visualization tools for operational reporting (for example, Tableau or Power BI).
• Experience partnering with technology teams to improve mortgage workflow tools and automation.
• Project management experience supporting operational transformation initiatives.