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Wealth Management Credit & Lending Ops Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-20
Job specializations:
  • Finance & Banking
    Banking & Finance, Banking Operations
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

Jobtailor in Charlotte, NC seeks an experienced Mortgage Lending Operations professional to manage branch pipeline, support WMLOs, and ensure regulatory compliance. You will serve as a liaison between clients, financial advisors, and lending teams to deliver an exceptional lending experience.

The role emphasizes identifying bottlenecks, coordinating with delivery managers, outbound client outreach, and maintaining accurate documents and timely processing.

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