Job description

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow. On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust. Position Overview The Warehouse Operations Specialist is responsible for managing a portion of a multi-billion-dollar mortgage warehouse portfolio. This role requires strong independent judgment, attention to detail, and a customer-focused mindset. The position serves as the primary operational contact for assigned clients, ensuring compliance with bank policies, legal agreements, and funding requirements while delivering a high standard of customer service. What you’ll do: Manage a designated portion of a $3B mortgage warehouse lending portfolio , applying sound decision-making to mitigate risk and ensure adherence to internal policies and legal agreements Serve as the primary point of contact for assigned business clients, responding to service requests and coordinating with Relationship Managers to deliver timely, high-quality customer support Review mortgage loan data and supporting documentation submitted with initial funding requests to determine program eligibility and confirm compliance with warehouse funding criteria Ensure the timely receipt, tracking, and control of original mortgage loan collateral , and facilitate delivery to purchasing investors at the customer’s request Monitor client facility performance from an operational standpoint, participating in regular internal and external meetings and preparing performance and exception reports Maintain accurate and up-to-date client- and loan-level data within the warehouse management system and supporting operational databases Identify operational risks, discrepancies, or exceptions and escalate issues as appropriate while recommending resolutions Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience What do you need? Bachelor’s degree in Finance, Business, Accounting, or a related field (or equivalent experience) Experience in mortgage warehouse lending, loan operations, credit administration, or financial services Strong analytical and decision-making skills with the ability to interpret complex loan data and legal documentation Demonstrated experience providing account-based customer service to business clients Excellent judgment and risk awareness Strong attention to detail and organizational skills Ability to manage multiple priorities in a deadline-driven environment Clear, professional written and verbal communication skills Proficiency with warehouse lending systems, loan servicing platforms, and Microsoft Office (Excel, Word, Outlook) Ability to work independently while collaborating effectively with internal partners Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.

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Must-haves

Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
Position Overview
Manage a designated portion of a $3B mortgage warehouse lending portfolio , applying sound decision-making to mitigate risk and ensure adherence to internal policies and legal agreements
Serve as the primary point of contact for assigned business clients, responding to service requests and coordinating with Relationship Managers to deliver timely, high-quality customer support
Review mortgage loan data and supporting documentation submitted with initial funding requests to determine program eligibility and confirm compliance with warehouse funding criteria
Ensure the timely receipt, tracking, and control of original mortgage loan collateral , and facilitate delivery to purchasing investors at the customer’s request
Monitor client facility performance from an operational standpoint, participating in regular internal and external meetings and preparing performance and exception reports
Maintain accurate and up-to-date client- and loan-level data within the warehouse management system and supporting operational databases
Identify operational risks, discrepancies, or exceptions and escalate issues as appropriate while recommending resolutions
Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience
What do you need?
Bachelor’s degree in Finance, Business, Accounting, or a related field (or equivalent experience)
Experience in mortgage warehouse lending, loan operations, credit administration, or financial services
Strong analytical and decision-making skills with the ability to interpret complex loan data and legal documentation
Demonstrated experience providing account-based customer service to business clients
Excellent judgment and risk awareness
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a deadline-driven environment
Clear, professional written and verbal communication skills

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Platform: workday
Effort: long

Benefits

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