The incumbent will be expected to maintain a large pipeline of accounts/loans while possessing strong technical and industry knowledge that will enable the individual to be a go to person or resource within the department for loan specific issues and problem resolution. Individual will work closely with Unit Manager in the coordination of daily operational activities and workflow within the mortgage operations department. In addition to maintaining individual accounts, responsibilities will also include coordination and oversight of loan modification work flow, records management, mortgage vault activities and related vendor management responsibilities associated with all closing functions. This position supports the timely response to and resolution of loan level client inquiries and problems. The incumbent will participate in various functions, including but not limited to: staff training, input (to Unit Manager) for performance development and performance evaluations, procedure development and review and risk identification/mitigation. Will assist Unit Manager in implementing effective workflows and controls, identifying process efficiencies, implementing new mortgage regulations and establishing and maintaining relationships within the business line and across multiple business lines to satisfy client requests and research and resolve potential issues. The qualified candidate must have strong background in all facets of mortgage closing activities. This position requires excellent communication, analytical, interpersonal and leadership skills to support the success of the business line. A strong understanding of mortgage banking products/services and mortgage regulations is required. The Team Leader must be able to address a variety of client initiated concerns/questions on a daily basis. Complex client issues will be escalated to the Unit Manager. The incumbent must be able to determine solutions to problems and respond to the client with quick turnaround. The Team Leader will interact with internal and external clients both verbally and through written communication. She/he must demonstrate sensitivity to the clients concerns and project a professional image when dealing with the client. In addition, the Team Leader must possess the ability to successfully interact with professionals at all levels (both internally and externally) in order to provide responses to inquiries received and to ensure that the business unit accurately interprets and complies with instructions provided.
Qualifications BA/BS or equivalent experience required. Minimum of 5-7 years related mortgage experience, including experience in closing and mortgage file preferred. Excellent verbal and written communication skills as well as strong interpersonal skills are necessary. Ability to work effectively in a fast paced environment. Strong organizational skills. Proven history of overseeing all aspects of individual mortgage closings on a national basis.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 31387
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1713254