Job Description

The Wealth Management Mortgage Center provides end to end mortgage origination in all 50 states for Wealth Management clients with unique needs. Our loans are generally complex transactions due to the financial diversity and sophistication of the client base. Our clients expect the highest levels of quality service throughout the process, resulting in an exceptional client experience.

The Mortgage Business Analyst, will be an integral part of the WM Mortgage Center Operations teams and will manage the day-to-day operational aspect of balancing department objectives while providing process and pipeline management support. The ideal candidate will possess mortgage origination experience, a strong aptitude for analysis to ensure optimal management and performance, and a strong background in mortgage controls and regulatory requirements.

Primary Responsibilities

* Strong interest in new technology and trends with the ability to relate concepts to practical application.
* Demonstrated knowledge of using statistical and/or digital methods to improve business processes
* Self-starter; with the ability to solve problems creatively and deliver results while working in a dynamic, collaborative, and challenging environment
* Supports the fulfillment team with project management, analysis and requirements gathering for new development and integration projects
* Develops project requirements, assigns priorities, establishes deadlines, and tracks problems while ensuring capacity within the operations team is properly assessed
* Closely works with Systems Project team for prioritization of system enhancement that directly impacts the operations work flow
* Initiate the design and development of pipeline management/monitoring tools and dashboards and work with IT and MIS for execution
* Research, gather, arrange, compile, summarize and evaluate data in recommending solutions
* Ability to take initiative and work with a high degree of autonomy
* Effectively partners with diverse array of constituents in order to deliver high quality work in a deadline driven and fast paced environment
* Facilitate/lead/participate in meetings at the business, operational and project levels
* Participates in projects related to productivity improvements, compliance, and other matters as needed
* Is a trusted resource, generating creative solutions/fresh approaches to internal and external client issues
* Must be a great team player with a high degree of flexibility, prepared to work in a deadline-driven and fast paced environment
* Facilitate/lead/participate in meetings at the business, operational and project levels
* Ability to take initiative and work without constant supervision

Qualifications

* Minimum 5 years of experience in residential mortgage operations, residential mortgage process improvement, analytics, or technology roles
* Demonstrated ability in process and pipeline management with extensive experience in residential Mortgage Operations (i.e. underwriting, processing and controls)
* Extensive process, policy, systems, procedural and reporting knowledge within the mortgage industry
* Project management and business analysis skills are required.
* Ability to manage, organize, and control activities of projects that may be complex in scope
* Ability to manage and maintain productivity during peak periods, high volumes, and stressful situations.
* Ability to multitask, reprioritize tasks throughout the business and adapt well to changes in the work environment
* Strong organizational, triage and prioritization skills with strong attention to detail
* Ability to identify gaps and opportunities for process improvement
* Ability to understand the customer viewpoint and experience in order to deliver results and solutions to the customer
* Excellent verbal and written communication skills required with the ability to effectively train others as needed
* Ability to effectively communicate across all levels with the ability to provide Senior Management updates, as well as necessary escalations
* Proficiency with Microsoft Office tools with particular skill with Excel, PowerPoint and VISIO.
* Knowledge and understanding of federal, state and local residential mortgage regulations preferred
* BS/BA or equivalent preferred