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 Bank Lending Solutions (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. 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.
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 serivce and who takes the intiative 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.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
