Private Bank, Residential Lending Team Manager
About The Position
The Private Bank, Residential Lending Team Manager leads and develops a high-performing team of Residential Lending Specialists. The role oversees daily residential lending pipeline management, complex loan underwriting, and operational excellence, while serving as the primary escalation point for pipeline challenges. The manager provides expert guidance to support seamless loan processing and exceptional client service, and fosters a collaborative, results-oriented environment. Responsibilities include overseeing loans from application through closing; identifying bottlenecks and improving processes; monitoring key performance indicators and service-level agreements; personally handling complex loan applications as needed; and advising team members on structuring complex deals. The manager also supervises, trains, coaches, and mentors the team, resolves escalated issues and mitigates risks, collaborates with sales, processing, and closing partners, and communicates pipeline updates to stakeholders. The role analyzes and reports on pipeline activity, loan quality, and team performance, identifies improvement opportunities, and contributes to strategic initiatives that enhance the residential lending platform, efficiency, and business growth.
Requirements
- 5–10 years of progressive residential real estate underwriting experience, including expertise in complex lending scenarios.
- 5+ years of direct people leadership experience, with demonstrated success leading and developing residential lending professionals.
- Bachelor's degree.
Nice To Haves
- Experience supporting Private Banking and/or high-net-worth (HNW) clients and complex residential lending needs.
Responsibilities
- Oversee the residential lending pipeline and ensure efficient loan processing from application through closing.
- Identify and address bottlenecks, implement process improvements, and monitor KPIs to maximize productivity and meet service-level agreements.
- Underwrite complex and challenging loan applications as needed, assessing risk and making sound lending decisions.
- Guide and support team members in structuring complex deals.
- Provide day-to-day supervision, training, coaching, and mentorship to Residential Lending Specialists.
- Foster a positive, collaborative team environment that promotes continuous learning and professional development.
- Serve as the primary escalation point for pipeline issues and provide timely solutions to complex problems and roadblocks.
- Proactively identify and mitigate potential risks.
- Collaborate with sales, processing, and closing teams to ensure seamless loan transactions.
- Communicate pipeline status and key initiatives to stakeholders.
- Monitor and analyze performance metrics and report on pipeline activity, loan quality, and team performance.
- Identify trends and opportunities for improvement.
- Contribute to strategic initiatives to enhance the residential lending platform, improve efficiency, and drive business growth.
Benefits
- Competitive pay
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity leave
- Paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction
- Opportunity to earn additional incentive earnings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
