Mortgage Warehouse Operations Specialist

Customers Bank•Hillsborough Township, NJ

1d•Onsite

About The Position

The Warehouse Operations Specialist at Customers Bank is responsible for managing a portion of a multi-billion-dollar mortgage warehouse portfolio. This role requires strong independent judgment, attention to detail, and a customer-focused mindset. The position serves as the primary operational contact for assigned clients, ensuring compliance with bank policies, legal agreements, and funding requirements while delivering a high standard of customer service.

Requirements

Bachelor’s degree in Finance, Business, Accounting, or a related field (or equivalent experience)
Experience in mortgage warehouse lending, loan operations, credit administration, or financial services
Strong analytical and decision-making skills with the ability to interpret complex loan data and legal documentation
Demonstrated experience providing account-based customer service to business clients
Excellent judgment and risk awareness
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a deadline-driven environment
Clear, professional written and verbal communication skills
Proficiency with warehouse lending systems, loan servicing platforms, and Microsoft Office (Excel, Word, Outlook)
Ability to work independently while collaborating effectively with internal partners

Responsibilities

Manage a designated portion of a $3B mortgage warehouse lending portfolio, applying sound decision-making to mitigate risk and ensure adherence to internal policies and legal agreements
Serve as the primary point of contact for assigned business clients, responding to service requests and coordinating with Relationship Managers to deliver timely, high-quality customer support
Review mortgage loan data and supporting documentation submitted with initial funding requests to determine program eligibility and confirm compliance with warehouse funding criteria
Ensure the timely receipt, tracking, and control of original mortgage loan collateral, and facilitate delivery to purchasing investors at the customer’s request
Monitor client facility performance from an operational standpoint, participating in regular internal and external meetings and preparing performance and exception reports
Maintain accurate and up-to-date client- and loan-level data within the warehouse management system and supporting operational databases
Identify operational risks, discrepancies, or exceptions and escalate issues as appropriate while recommending resolutions
Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience