Mortgage Lending Operations
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Please describe the top 3-5 required and/or desired skills for the position.: The Manager – Mortgage Concierge Team will serve as the single point of contact for all Charles Schwab clients, employees, and internal partners interested in learning about or applying for a mortgage, pledged asset line of credit and for questions and advancements throughout the entire lending process. This team will play a key role in the success of the Bank’s lending program through delivering an outstanding client experience while helping the firm realize it’s earning potential. Bank Lending Solutions will provide a single point of contact throughout the entire mortgage and pledge asset line application and origination process, maintaining consistent communication and providing problem resolution and troubleshooting.
A successful BLS member will combine a high level of technical lending and servicing expertise, positive relationship skills, and will demonstrate good judgment in providing a premier lending experience. The individual will handle a broad range of inquiries, issues, advancements, and products in meeting our client’s needs and while relying on multiple systems, experience, and judgment. In addition, the individuals will also need to understand the Charles Schwab organization as a whole, including its clients, experience models including sales, service, and support structures, and internal partners required for information gathering, reporting, and problem resolution. The Manager – Bank Lending Solutions (BLS) is a first line of defense unit position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.
What you have
Required Qualifications:
- Bachelors degree or equivalent experience required
- Extensive bank lending sales experience in serving high net worth and investment Advisor clients with sophisticated lending solution needs
- A very strong understanding/knowledge of sophisticated mortgage products (previous experience as a loan/mortgage officer and/or experience with originating sophisticated mortgage loans)
- Five or more years of proactive, successful lending origination and pipeline management experience in the financial services industry with a focus on high net worth clients
- Shown ability to meet individual as well as organization service level scores
- Outstanding written and verbal communication skills
- Comprehensive industry and high net worth client solution knowledge
- Relationship and client retention management experience and success
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications:
- Bachelors degree or equivalent experience required
- Extensive bank lending sales experience in serving high net worth and investment Advisor clients with sophisticated lending solution needs
- A very strong understanding/knowledge of sophisticated mortgage products (previous experience as a loan/mortgage officer and/or experience with originating sophisticated mortgage loans)
- Five or more years of proactive, successful lending origination and pipeline management experience in the financial services industry with a focus on high net worth clients
- Shown ability to meet individual as well as organization service level scores
- Outstanding written and verbal communication skills
- Comprehensive industry and high net worth client solution knowledge
- Relationship and client retention management experience and success
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.