Wealth Management – Mortgage Manager

Gratitude Inc

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4 hours ago

Wealth Management – Mortgage Manager

10-17 Year(s)

110 - 180 Thousand p.m

Quezon Calabarzon

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Job Description

Key Skills

Leadership US Mortgage people Management Team Leader Mortgage Underwriting Mortgage Domian WFM Team Leader Mortgage Insurance People Manager of Black Belt Consultants mortgage experience people development and management Banking, Financial, Mortgage experience Financial /Mortgage experience people management skills mortgage banking experience Knowledge of End to End Mortgage Process would be an added advantage In depth understanding Mortgage servicing across research services, account updates, payments & Payoffs, default management 8 - 10 years of mortgage experience Mortgage Underwriter – End-to-End Mortgage Underwriting Domain

2 candidate(s) have already applied for this Job. Apply now

Wealth Management – Mortgage Manager II (Assistant Vice President)

Business Unit: Asset & Wealth Management
Location: Uptown Bonifacio, Taguig City
Work Setup: Hybrid (4 Days Onsite, 1 Day Work From Home)
Shift: Night Shift (9:00 PM – 6:00 AM, Monday to Friday)
Experience Required: 10+ Years
Joining: Immediate / ASAP

About the Role

Join a high-performing team dedicated to delivering an exceptional mortgage origination experience for Private Bank clients. As a Mortgage Manager II (Assistant Vice President), you will oversee end-to-end mortgage origination operations, manage complex loan pipelines, and lead a team of mortgage professionals to ensure operational excellence, compliance, and outstanding client service.

This leadership role requires extensive US Mortgage Operations experience, strong people management capabilities, and a proven track record in process improvement and operational transformation initiatives.

Key Responsibilities

Lead end-to-end mortgage origination operations from file intake through closing and funding.
Oversee pipeline management, prioritization, workload balancing, and issue escalation.
Review complex mortgage files involving non-traditional income, asset, and collateral structures.
Partner closely with underwriting, processing, closing, and mortgage solutions teams to ensure seamless loan execution.
Ensure compliance with mortgage regulations, internal policies, and operational controls.
Maintain audit readiness and quality assurance standards across all mortgage operations activities.
Lead, coach, and develop a team of 5–10 mortgage professionals.
Drive performance management, employee development, and succession planning initiatives.
Identify operational risks and implement corrective actions to improve efficiency and control effectiveness.
Develop and present operational metrics, status reports, and management updates.
Support senior leadership by providing operational oversight and management coverage when required.
Lead process improvement initiatives and operational transformation projects to enhance service delivery and productivity.
Collaborate with cross-functional stakeholders to improve mortgage workflows and client experience.

Required Qualifications

Bachelor's Degree in any discipline.
Minimum 10 years of US Mortgage Operations experience.
At least 5 years of leadership experience managing operations teams.
Extensive experience managing end-to-end mortgage origination processes.
Strong people management and team development experience.
Proven experience handling complex mortgage files and escalations.
Strong knowledge of mortgage regulations, compliance requirements, and operational controls.
Experience managing operational pipelines and meeting service level commitments.
Strong stakeholder management and relationship-building skills.
Excellent written and verbal communication skills.
Demonstrated success in driving process improvement and operational efficiency initiatives.
Experience using mortgage origination systems and operational reporting tools.

Preferred Qualifications

Experience supporting Private Banking, Wealth Management, or High-Net-Worth client segments.
Experience with operational reporting and analytics tools such as Tableau or Power BI.
Experience working with technology teams to improve mortgage workflows and automation.
Project management experience supporting large-scale operational transformation initiatives.
Experience leading cross-functional projects and continuous improvement programs.

Key Skills

US Mortgage Operations
Mortgage Origination
Mortgage Processing
Mortgage Closing & Funding
Pipeline Management
Regulatory Compliance
Risk & Controls
Team Leadership
People Management
Stakeholder Management
Process Improvement
Operational Excellence
Escalation Management
Wealth Management Operations
Project Management
Tableau / Power BI
Operational Reporting
Mortgage Systems

Role

Account & Financial Services

Timings

Night Shift (Permanent)

Industry

Accounting / Finance

Work Mode

Hybrid

Functional Area

Banking / Financial Services

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Chetan Chavan

Recruiter - Gratitude Inc

NA, india

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