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Waukesha State Bank · 4 months ago

Mortgage Strategy & Solutions Specialist

151 East Saint Paul Avenue, Waukesha, WI, USA

Full-time

Onsite

Mid Level

$26/hr - $30/hr

Waukesha State Bank is seeking a detail-oriented and creative Mortgage Strategy & Solutions Specialist to join our team. In this role, you will provide analysis and recommendations across mortgage operations and support day-to-day operations through data analysis and project deliverables. Collaboration is key, as you will work closely with various teams to drive business growth and enhance mortgage operations.

BankingFinancial ServicesInsurance

Responsibilities

Provide analysis and recommendations across mortgage operations, servicing, strategy, marketing, technology, risk management, and compliance to drive business growth

Support day-to-day operations through data analysis, risk assessments, project deliverables, and reporting

Develop and enhance dashboards, SQL queries, and data visualizations to track KPIs and KRIs

Conduct industry research, analyze loan portfolios, and provide insights into loan pricing, securitization preparation, and collateral management

Work closely with origination, servicing, secondary marketing, audit, compliance, and technology teams to gather requirements, design solutions, update procedures, and support process improvements

Play an active role in change management initiatives, ensuring adoption of new systems and processes while maintaining regulatory and investor compliance

Act as a liaison across multiple teams to help align business goals, lead or delegate project work, and support the Mortgage Team with administrative planning and special events

Qualification

Data analysisSQL queriesData visualizationRisk managementComplianceIndustry researchCollaborationProject management

Required

Detail-oriented and creative

Ability to provide analysis and recommendations across mortgage operations, servicing, strategy, marketing, technology, risk management, and compliance

Experience in data analysis, risk assessments, project deliverables, and reporting

Proficiency in developing and enhancing dashboards, SQL queries, and data visualizations to track KPIs and KRIs

Capability to conduct industry research and analyze loan portfolios

Ability to provide insights into loan pricing, securitization preparation, and collateral management

Strong collaboration skills to work closely with origination, servicing, secondary marketing, audit, compliance, and technology teams

Experience in gathering requirements, designing solutions, updating procedures, and supporting process improvements

Active role in change management initiatives

Ability to ensure adoption of new systems and processes while maintaining regulatory and investor compliance

Experience in aligning business goals and leading or delegating project work

Support for the Mortgage Team with administrative planning and special events

Willingness to work onsite in Waukesha County, WI

Successful completion of a criminal background check and drug screen

Company

Waukesha State Bank

Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin

Founded in 1944

Waukesha, Wisconsin, USA

201-500 employees

http://waukeshabank.com/

Funding

Current Stage

Growth Stage

Leadership Team

Ann Pascavis

Chief Financial Officer

Tina Neis

Senior Vice President - Chief Credit Officer

Recent News

Gerry Benton

2024-10-27

Nik Sendelbach

2024-10-27

Company data provided by crunchbase