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VP, Relationship Manager - Mortgage Warehouse Lending

Role overview

Qualifications

  • 10+ years of experience in the Warehouse Lending space
  • Bachelor's Degree or equivalent work experience
  • Strong knowledge of warehouse lending process and procedures
  • Formal credit training required

Responsibilities

  • Develop new business opportunities for Warehouse Facilities, MSR Term Loans and Deposits offered by Customers Bank
  • Manage existing portfolio of clients to ensure satisfactory performance and utilization
  • Prepare Term Sheets and present opportunities internally and to clients
  • Prepare and present credit actions to loan committee in a timely manner

Key facts

Other skills

  • Relationship Management
  • Problem Solving
  • Time Management
  • Microsoft Office
  • Communication
  • Client Confidentiality
  • Multitasking
  • Professionalism

About the company

Customers Bank logo

Customers Bank

Banking

What we believe in: At Customers Bank, we are dedicated to providing exceptional value, service and convenience as part of an overall effortless banking experience. Our high-tech, high-touch approach to banking allows us to deliver a superior selection of products and services. Who we serve: We’re a community-based, full-service bank that offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies and consumers nationwide with locations in Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas. Our way of banking: Our approach to banking is built on three core pillars – commitment to human connections, dedication to innovation and the latest technology, as well as our responsibility to ground innovation in our deep experience and reliable financial foundation. We’re focused on our customers, employees, and investors every day — connecting them to real opportunities, helping them grow, and doing it all with speed and agility so they can get further, faster. More information: To learn more, visit us at http://customersbank.com. Customers Bank, a subsidiary of Customers Bancorp, Inc., is an equal opportunity lender and a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bancorp, Inc. voting common shares are listed on the New York Stock Exchange under the symbol CUBI. Member FDIC - Equal Housing Lender. Privacy Policy: We discourage Customers Bank customers from sharing personal identification data such as account numbers, social security numbers, or phone numbers on social media. Please send a direct message if you have questions regarding your account. To learn more, visit our website at https://www.customersbank.com/privacy-notice/.

Company details

Company typeSME
IndustryBanking
Company size501 - 1000

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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.

Salary range: An annual salary range of $150,000 - $170,000 is what we expect to pay for this position, based on overall skills and experience.

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

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.

What You'll Do:

Customers Bank is searching for a seasoned Relationship Manager to join our high performing Warehouse Lending team.

  • Develop new business opportunities for Warehouse Facilities, MSR Term Loans and Deposits offered by Customers Bank.
  • Prepare Term Sheets and present opportunities internally and then present to clients.
  • Manage existing portfolio of clients to ensure satisfactory performance and utilization.
  • Prepare and present credit actions to loan committee in timely manner in conjunction with Credit team.
  • Work with Operations team in all aspects of client relationship from new client training to ongoing training and performance.
  • Meet departmental goals and targets as it relates to warehouse related loan and deposit balances.
  • Relationship Manager will be overseeing business relationships in the Southeast Region of the U.S.

What Do You Need?

  • 10+ years of experience in the Warehouse Lending space.
  • Bachelor's Degree or equivalent work experience.
  • Strong knowledge of warehouse lending process and procedures.
  • Formal credit training required.
  • Self-starter with excellent time management skills.
  • Ability to maintain the highest level of confidentiality.
  • Excellent problem-solving skills.
  • Excellent communication skills -- written, verbal with an ability to present ideas clearly and concisely.
  • Ability to multi-task in a fast-paced environment.
  • A professional work ethic and attitude.

Technology Skills:

  • Microsoft Outlook Office Suite.
  • Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.

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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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