CMF Client Service Team Lead

Huntington National Bank•Dallas, TX

1d•Hybrid

About The Position

As a Corporate Mortgage Finance (CMF) Operations Team Lead, you will be responsible for providing outstanding service and executing the day-to-day operational functions for Mortgage Servicing Assets (MSA) and mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG). The CMF Operations Team Lead requires 6 - 7 years of mortgage operational experience, preferably within corporate mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. In this role, as an Operations Team Lead, you will be performing the following responsibilities: Handles loan activities for the warehouse lending business. Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC. Maintain warehouse lending program and loan level guidelines. Surveil market color and investor guidelines and recommend changes to CMF guidelines as needed based on market changes. Leverage technology to create scalable solutions with proper level of controls and oversight/reporting Ensure seamless operational execution. Ensure all transactions are completed accurately and within SLA’s through oversight of queues and audits of teamwork. Review and approve transaction exception requests related to fundings, collateral and settlements within authority assigned by manager and in accordance HNB policy Identify, review and analyze issues and problems, and resolve discrepancies in a timely manner, escalating when appropriate for situation Research and compile data for management and surveillance reporting Maintains and updates operational policies and procedures. Contributes to development of new policies and procedures for new processes Mentor and train new colleagues Active participant in projects and initiatives Relationship Management: Build and maintain strong relationships with clients, management, internal and external stakeholders to ensure effective communication, collaboration and problem solving. Analyze and recommend updates to process workflows as necessary to adapt to product, service or technology changes Assist with planning and executing a variety of initiatives. Initiatives may include process improvement, process redesign, change management, etc. including working with cross functional business partners May lead a small team Performs other duties as assigned

Requirements

6 or more years of relevant mortgage operations experience preferably in a fast-paced environment
3 or more years' experience with Microsoft Office Suite
3 or more year's proven ability to lead operational teams or large projects

Nice To Haves

Bachelor’s degree preferred
Proficient written and verbal communication skills
Operational leadership experience ideally within the mortgage warehouse finance industry or other specialty finance areas
Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
Strong leadership abilities and the ability to drive change and influence others
Experience using ProMerit

Responsibilities

Handles loan activities for the warehouse lending business.
Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
Maintain warehouse lending program and loan level guidelines.
Surveil market color and investor guidelines and recommend changes to CMF guidelines as needed based on market changes.
Leverage technology to create scalable solutions with proper level of controls and oversight/reporting
Ensure seamless operational execution.
Ensure all transactions are completed accurately and within SLA’s through oversight of queues and audits of teamwork.
Review and approve transaction exception requests related to fundings, collateral and settlements within authority assigned by manager and in accordance HNB policy
Identify, review and analyze issues and problems, and resolve discrepancies in a timely manner, escalating when appropriate for situation
Research and compile data for management and surveillance reporting
Maintains and updates operational policies and procedures.
Contributes to development of new policies and procedures for new processes
Mentor and train new colleagues
Active participant in projects and initiatives
Relationship Management: Build and maintain strong relationships with clients, management, internal and external stakeholders to ensure effective communication, collaboration and problem solving.
Analyze and recommend updates to process workflows as necessary to adapt to product, service or technology changes
Assist with planning and executing a variety of initiatives. Initiatives may include process improvement, process redesign, change management, etc. including working with cross functional business partners
May lead a small team
Performs other duties as assigned