Wealth Management – Mortgage Manager II (Assistant Vice President)

Business Unit: Asset & Wealth Management
Location: Uptown Bonifacio, Taguig City
Work Setup: Hybrid (4 Days Onsite, 1 Day Work From Home)
Shift: Night Shift (9:00 PM – 6:00 AM, Monday to Friday)
Experience Required: 10+ Years
Joining: Immediate / ASAP

About the Role

Join a high-performing team dedicated to delivering an exceptional mortgage origination experience for Private Bank clients. As a Mortgage Manager II (Assistant Vice President), you will oversee end-to-end mortgage origination operations, manage complex loan pipelines, and lead a team of mortgage professionals to ensure operational excellence, compliance, and outstanding client service.

This leadership role requires extensive US Mortgage Operations experience, strong people management capabilities, and a proven track record in process improvement and operational transformation initiatives.

Key Responsibilities

• Lead end-to-end mortgage origination operations from file intake through closing and funding.

• Oversee pipeline management, prioritization, workload balancing, and issue escalation.

• Review complex mortgage files involving non-traditional income, asset, and collateral structures.

• Partner closely with underwriting, processing, closing, and mortgage solutions teams to ensure seamless loan execution.

• Ensure compliance with mortgage regulations, internal policies, and operational controls.

• Maintain audit readiness and quality assurance standards across all mortgage operations activities.

• Lead, coach, and develop a team of 5–10 mortgage professionals.

• Drive performance management, employee development, and succession planning initiatives.

• Identify operational risks and implement corrective actions to improve efficiency and control effectiveness.

• Develop and present operational metrics, status reports, and management updates.

• Support senior leadership by providing operational oversight and management coverage when required.

• Lead process improvement initiatives and operational transformation projects to enhance service delivery and productivity.

• Collaborate with cross-functional stakeholders to improve mortgage workflows and client experience.

Required Qualifications

• Bachelor's Degree in any discipline.

• Minimum 10 years of US Mortgage Operations experience.

• At least 5 years of leadership experience managing operations teams.

• Extensive experience managing end-to-end mortgage origination processes.

• Strong people management and team development experience.

• Proven experience handling complex mortgage files and escalations.

• Strong knowledge of mortgage regulations, compliance requirements, and operational controls.

• Experience managing operational pipelines and meeting service level commitments.

• Strong stakeholder management and relationship-building skills.

• Excellent written and verbal communication skills.

• Demonstrated success in driving process improvement and operational efficiency initiatives.

• Experience using mortgage origination systems and operational reporting tools.

Preferred Qualifications

• Experience supporting Private Banking, Wealth Management, or High-Net-Worth client segments.

• Experience with operational reporting and analytics tools such as Tableau or Power BI.

• Experience working with technology teams to improve mortgage workflows and automation.

• Project management experience supporting large-scale operational transformation initiatives.

• Experience leading cross-functional projects and continuous improvement programs.

Key Skills

• US Mortgage Operations

• Mortgage Origination

• Mortgage Processing

• Mortgage Closing & Funding

• Pipeline Management

• Regulatory Compliance

• Risk & Controls

• Team Leadership

• People Management

• Stakeholder Management

• Process Improvement

• Operational Excellence

• Escalation Management

• Wealth Management Operations

• Project Management

• Tableau / Power BI

• Operational Reporting

• Mortgage Systems