Role Description
The Strategy and Transformation Manager Mortgage Banking will be a trusted advisor and strategic partner to the EVP of Mortgage, responsible for driving key transformation initiatives, optimizing divisional operations, and ensuring seamless coordination across functions. This role will provide high-level support to the EVP, acting as a key liaison across the organization to implement strategic priorities, support executive decision-making, and foster a collaborative and high-performing culture within the Mortgage Division.
-
Serve as a strategic thought partner to the EVP of Mortgage, providing insights, recommendations, and solutions to support the division’s goals.
-
Lead the development of strategic plans and frameworks to guide the Mortgage Division’s key initiatives and growth objectives.
-
Oversee the execution of the transformation roadmap, managing resources, timelines, and stakeholder alignment to ensure successful delivery.
-
Oversee the planning, coordination, and execution of transformation projects, ensuring they are delivered on time, within budget, and with high impact.
-
Establish program governance, monitor progress, and proactively manage risks, issues, and dependencies.
-
Establish and maintain operational structures, processes, and systems that support a more agile, efficient, and customer-focused environment.
-
Develop and track performance metrics for the division, regularly reporting results to the EVP and recommending adjustments as needed.
-
Leverage data analytics to identify areas for improvement, make informed decisions, and track the success of transformation initiatives.
-
Create reporting frameworks to communicate progress and outcomes to the EVP and other senior leaders.
-
Identify and analyze quantitative data to assess program health and performance, and to define and implement actions to positively impact execution and performance.
-
Act as a connector between departments, facilitating communication and alignment across Product, IT, Compliance, Operations, Sales, and the Enterprise.
-
Support the EVP in preparation for executive meetings, board presentations, and other high-level engagements.
-
Draft executive communications, reports, and presentations that clearly articulate the Mortgage Division’s priorities, progress, and impact.
-
Champion change management efforts to ensure successful adoption of new processes, tools, and technologies across the Mortgage Division.
-
Develop training programs and communication strategies that prepare and support employees through the transition.
-
Create strategic focus on business readiness for transformation that identifies readiness gaps and improves stakeholder experience, aiding in strategic planning and business prioritization of transformation projects.
-
Facilitate culture change through ongoing communications to partners and stakeholders, reinforcing example and updating team and stakeholders on progress on key strategic priorities and initiatives.
-
Build and lead a high-performing team.
-
Champion a collaborative, innovative, and customer-focused culture.
Qualifications
-
Bachelor's Degree or equivalent in Business, Finance, or a related field.
-
10+ years of experience in transformation, change management, or strategic program management within the financial services industry, ideally with a focus on mortgage or lending.
Requirements
-
MBA or relevant experience.
-
Proven ability to lead large scale transformation initiatives and deliver results in a complex, fast-paced environment; experience managing and mentoring teams.
-
Deep knowledge of the mortgage industry, including market trends and regulatory requirements.
-
Strong project management expertise (e.g., Agile, Lean) and understanding of data-driven decision-making.
-
Exceptional communication skills, with an ability to distill complex information for senior executives.
-
Strong interpersonal and relationship-building skills, with a collaborative mindset.
Benefits
-
Starting base salary: $141,830 - $263,408 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
-
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
-
Generous 401(k) company matching contribution.
-
Career Development through Tuition Reimbursement and other internal upskilling and training resources.
-
Valued Time Away benefits including vacation, sick and volunteer time.
-
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs.
-
Career Mobility support from a dedicated recruitment team.
-
Colleague Resource Groups to support networking and community engagement.