Ultra High Net Worth Lending Manager

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.

The Ultra High Net Worth (UHNW) Lending Manager on the Bank Lending Solutions Team (BLS) is responsible for providing a robust, premier, client application and loan servicing experience and 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. The BLS 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.

The BLS will handle a broad range of inquiries, issues, advancements, and products in meeting our client’s needs. The UHNW Lending Manager 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

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

• 5+ years of experience with customer service or operations in the lending industry
• Comprehensive industry and high net worth client solution knowledge
• The ability to deliver excellent client service and who takes the initiative to anticipate and resolve problems.
• Excellent relationship management skills including collaborating, influencing and negotiating with individuals at various levels.
• Initiative to create change through operational improvements, training and streamlining functions
• Ability to work effectively with multiple partners distributed through various business divisions to resolve issues
• Superior communication, presentation, interpersonal and listening skills.
• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and partnership.

Preferred Qualifications

• Bachelor’s degree
• FINRA Series 9/10, 7, 63 Licenses
• A strong understanding of sophisticated lending products, complex business entity structures, and margin lending.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.