You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Vice President - Wealth Management Mortgages, you are an integral part of the team that Support Mortgage Specialists in managing application pipelines, including: submitting amendments to mortgage applications, completing pricing tools, providing post funding support
 

Job Responsibilities:

Support Mortgage Specialists in managing application pipelines, including: submitting amendments to mortgage applications, completing pricing tools, providing post funding support, etc.  Preparing presentations and materials for client and prospective client meetings Ensure all processes and deadlines for service level agreements are met Respond to data quality questions and research/resolve all issues Coordinate with Mortgage Solutions to ensure all requirements for home owner’s insurance, title contacts, ownership structure, and legal documents are completed Assist with the underwriting development process by following-up on underwriting inquiries Coordinate the application, origination, and closing process end-to-end, including receipt of all necessary documentation from clients and/or Bankers Regular (ideally monthly and at least quarterly) attendance on market huddles, including preparation and presentation of material for updates on behalf of mortgage solutions and banker training/engagemen Explain rationale for pricing exceptions Ensures regulatory accountability & that business is executed in controlled manner, continues identifying risk and escalates as appropriate. Helps sustain our firm’s culture of character, commitment and strength Required qualifications, capabilities, and skills Minimum of 12 Years of work experience in the financial services industry Well versed in industry knowledge with the ability to effectively use data to develop and implement business plans that deliver results; and be nimble to make tactical shifts based on broader macro environment as needed Exceptional leadership skills and executive presence to drive growth and excellence within the practice along with strong connectivity across the firm Be an owner of the practice, the products and experience with an ability to drive, influence, co-create and be accountable for the different aspects impacting the business Excellent time management & organizational skills to ensure timely collection of loan documentation. Self-motivator with an ability to facilitate change Ability to attract, support, develop and lead the firm’s diverse talent; demonstrate the strength to train the team in the core business (Mortgage Solutions) roles and responsibilities  Mentorship, participation in BRGs, Affinity Groups, DE&I initiatives and community service through nonprofit boards and organizations to have a broader impact PowerPoint and Excel expertise required To be flexible to work any shifts including night shift.