Private Banking Mortgage Manager Senior
Core
Senior mortgage manager overseeing credit processes, loan structuring, and risk assessment for high-net-worth individuals in a private banking context.
Role type
Senior Private Banking Mortgage Manager
Builds
Mortgage loan products and fulfillment processes for the Private Client Group
Domain
Private Banking / Mortgage Lending
Deliverable
client delivery
Required skills
Expert underwriting, credit risk assessment, loan fulfillment process expertise, complex loan structuring, regulatory compliance, process improvement, team mentorship
Preferred skills
None stated
Technologies
None stated
Responsibilities
Oversee and monitor credit processes for PCG mortgage loans; Advise on fulfillment process design; Recommend process improvements and SLAs; Collaborate with team members during loan production phases; Support Sales and Fulfillment Team in evaluating and structuring loans for high-net-worth individuals; Write loan rationales and exception requests; Provide high-touch service to Group Directors and Sales; Develop and modify reporting for loan performance; Work with downstream groups to develop processes and guidelines; Assist in development of mortgage products/guidelines; Assess credit risk to minimize losses and foster deposit growth; Meet with Group Directors to review and structure large complex loans; Oversee and mentor Group Directors and support staff; Monitor loan delinquencies and exceptions
Seniority
Senior, hands-on IC with management responsibilities
