CareerPlan

Mortgage Finance Banking Relationship Manager Sr

Work From Home United StatesFull-time$105k–$244k2026-10-23 → 2026-11-11
Based in United States

Core

Managing a portfolio of commercial banking clients encompassing Mortgage Servicing Rights (MSR) and Mortgage Warehouse Lending, including bilateral and syndicated credit facilities.

Role type

Senior Banking Relationship Manager (Mortgage Finance)

Builds

Commercial banking relationships and credit facilities for MSR and warehouse lending clients

Domain

Banking / Mortgage Finance

Deliverable

client delivery

Required skills

MSR lending, Mortgage Warehouse lending, bilateral and syndicated loan structures, credit analysis, financial statement interpretation, regulatory compliance, business development, relationship management

Preferred skills

mentoring team members, proactive calling strategy, network development

Technologies

None stated

Responsibilities

Maintain and deepen relationships with assigned commercial clients to maximize satisfaction and revenue; Collaborate with internal teams (Treasury Management, Operations, Legal, Credit) to protect and expand existing business; Oversee invoicing, revenue collection, and documentation processes; Monitor portfolio credit quality, review financials and take or recommend appropriate actions; Identify and target prospective clients that align with Bank criteria; Structure and manage both bilateral and syndicated credit facilities in partnership with the syndications team

Seniority

Senior, hands-on IC