PB Mortgage Lending Team Lead

Citizens•New York, NY

5d•$165,000 - $175,000•Hybrid

About The Position

Lead and inspire a high-performing team of Residential Lending Specialists, driving operational excellence in day-to-day pipeline management and underwriting complex loan transactions. Serve as the primary escalation point for pipeline challenges, providing expert guidance and solutions to ensure seamless loan processing and exceptional client service. This role requires a deep understanding of residential lending, exceptional leadership skills, and a proven ability to navigate complex deals while fostering a collaborative and results-oriented environment.

Requirements

5-10 years residential real estate underwriting experience
5+ years of management experience in financial services

Nice To Haves

Private Banking or HNW underwriting experience preferred

Responsibilities

Oversee the residential lending pipeline, ensuring efficient loan processing from application to closing. Proactively identify and address bottlenecks, implement process improvements, and monitor key performance indicators (KPIs) to maximize productivity and meet service level agreements.
As needed, personally handle the more complex and challenging loan applications, leveraging advanced underwriting expertise to assess risk and make sound lending decisions. Provide guidance and support to team members on structuring complex deals.
Provide day-to-day supervision, training, coaching, and mentorship to Residential Lending Specialists. Foster a positive and collaborative team environment, promoting continuous learning and professional development.
Serve as the primary point of contact for escalated pipeline issues, providing timely and effective solutions to resolve complex problems and remove roadblocks. Proactively identify and mitigate potential risks.
Effectively collaborate with internal partners, including sales, processing, and closing teams, to ensure seamless loan transactions. Maintain open communication with stakeholders, providing regular updates on pipeline status and key initiatives.
Monitor and analyze key performance metrics, providing regular reports to management on pipeline activity, loan quality, and team performance. Identify trends and opportunities for improvement.
As needed, contribute to the development and implementation of strategic initiatives to enhance the residential lending platform, improve efficiency, and drive business growth.