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Charles Schwab · 4 days ago

Mortgage Lending Operations

Phoenix, AZ

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a financial services company that empowers employees to challenge the status quo and transform the finance industry. The Manager – Mortgage Concierge Team will be responsible for serving as the single point of contact for clients and internal partners throughout the mortgage lending process, ensuring compliance and delivering an exceptional client experience.

Financial Services

Responsibilities

Serve as the single point of contact for all Charles Schwab clients, employees, and internal partners interested in learning about or applying for a mortgage, pledged asset line of credit and for questions and advancements throughout the entire lending process

Play a key role in the success of the Bank’s lending program through delivering an outstanding client experience while helping the firm realize it’s earning potential

Provide a single point of contact throughout the entire mortgage and pledge asset line application and origination process, maintaining consistent communication and providing problem resolution and troubleshooting

Handle a broad range of inquiries, issues, advancements, and products in meeting our client’s needs and while relying on multiple systems, experience, and judgment

Assure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities

Qualification

Bank lending sales experienceSophisticated mortgage productsLending origination experiencePipeline management experienceClient retention managementRelationship managementWritten communication skillsVerbal communication skills

Required

Bachelors degree or equivalent experience required

Extensive bank lending sales experience in serving high net worth and investment Advisor clients with sophisticated lending solution needs

A very strong understanding/knowledge of sophisticated mortgage products (previous experience as a loan/mortgage officer and/or experience with originating sophisticated mortgage loans)

Five or more years of proactive, successful lending origination and pipeline management experience in the financial services industry with a focus on high net worth clients

Shown ability to meet individual as well as organization service level scores

Outstanding written and verbal communication skills

Comprehensive industry and high net worth client solution knowledge

Relationship and client retention management experience and success