Wealth Management Mortgage Solutions Analyst

Leverage your analytical skills and industry knowledge to enhance client satisfaction and operational efficiency. You ll play a key part in maintaining a dynamic loan portfolio and fostering continuous improvement.

As a Wealth Management Mortgage Solutions Analyst in the Wealth Management Mortgage Solutions team, you partner with Mortgage Specialists and Operations to manage the full mortgage lifecycle. You ll apply your ficial-services expertise to drive process enhancements, deliver exceptional service, and maintain compliance from application through post-funding portfolio administration.

Job Responsibilities

• Partner with Mortgage Specialists to manage the end-to-end mortgage pipeline, including but not limited to submitting applications, amendments, collect material information for processing and underwriting and provide post funding support.
• Respond to all inquiries on any and all applications in pipeline promptly.
• Ensure all service-level agreement processes and deadlines are met in compliance and within the code of conduct
• Coordinate with Mortgage Operations to ensure all requirements for home owner s insurance, title contacts, ownership structure, power of attorney and legal entity documents are accurately completed in a timely manner.
• Support the underwriting development process by researching and answering underwriting inquiries
• Own and operate the mortgage pipeline independently
• Assist in portfolio maintece by monitoring covets, insurance renewals, maturing loans, and general client inquiries
• Partner with senior Mortgage Specialists, Client Advisors and Lending Solutions on all residential real estate transactions or queries
• Drive continuous improvement initiatives to enhance operational efficiency and client satisfaction

Required Qualifications, Capabilities, and Skills

• Bachelor s degree plus 3+ years of experience in the ficial services industry; with U. S. mortgage experience
• Excellent verbal and written communication skills with strong attention to detail
• Superior time management and organizational abilities in a high-volume, high-pressure environment
• Self-motivated change agent with the ability to facilitate process improvements
• Proficiency in Microsoft Excel and PowerPoint for data analysis and presentation
• Ability to collaborate effectively with internal and external partners, stakeholders, and clients
• Flexibility to work any shift, including late EMEA hours (from 330 pm onwards

Preferred Qualifications, Capabilities, and Skills