Mortgage Warehouse Operations Specialist

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.

• 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 elevate issues as appropriate while recommending resolutions
• Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience

• 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.