Trading Services Manager III

Make an impact by leading a team that supports mortgage finance lending from onboarding through settlement and ongoing servicing.

Join us to optimize end-to-end processes, strengthen controls, and deliver an excellent client experience.
Job summary
As a Trading Services Manager III in the Global Securitized Product team, you manage the operational infrastructure supporting mortgage finance lending facilities for mortgage originators.

You lead a team of deal managers and oversee funding and settlement, collateral management, risk controls, and client servicing to ensure efficient execution and compliance across the lending lifecycle.

You manage a large portfolio of clients and ensure daily service levels are met while driving issue resolution and process improvements.
Job responsibilities


* Manage daily operations supporting mortgage finance lending facilities.


* Oversee deal setup and onboarding, including funding and settlement execution.


* Monitor pledged loan collateral and prepare or review borrowing base calculations to support eligibility and utilization.


* Manage exception reporting and drive timely resolution of routine discrepancies and escalations.


* Ensure accuracy and timeliness of disbursements, settlements, and ongoing servicing activities.


* Review and interpret legal and lending documents tied to facilities and partner with stakeholders to address requirements.


* Partner with front office and other internal teams to mitigate risk, manage exposure, and support client needs.


* Maintain strong client relationships and serve as the primary day-to-day operational interface for customers.


* Monitor productivity, set performance expectations, and deliver coaching to drive team performance improvements.


* Hire, train, and mentor staff, including delivering virtual training to clients on system applications when needed.


* Drive process improvements, workflow automation, system enhancements, and audit readiness, including user acceptance testing support.

Required qualifications, capabilities, and skills


* Bachelor's degree in Finance, Business, or a related field.


* Minimum of 10 years of experience in banking operations or finance.


* Minimum of 5 years of experience in warehouse lending or mortgage finance.


* Minimum of 3 years of people management experience.


* Demonstrated ability to work independently with sound judgment and a strong risk and control mindset.


* Experience reading and interpreting loan documentation and facility-related legal documents.


* Strong client service skills and experience managing senior client relationships.


* Ability to communicate effectively with diverse stakeholders (for example, collateral custodians, technology, relationship teams, and treasury).


* Proven ability to manage high-volume workflows and meet defined service levels.


* Strong organizational skills with the ability to prioritize multiple ...