Director, Client Strategy & Growth – Mortgage Risk

Job not on LinkedIn

🔥 6 minutes ago

🐊 Florida – Remote

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💵 $127.5k - $294.3k / year

⏰ Full Time

🔴 Lead

🧐 Strategy

🦅 H1B Visa Sponsor

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👻 Ghost score 1%

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Logo of Baker Tilly US

Baker Tilly US

5001 - 10000 employees

🏗️ Construction

🏥 Healthcare

📦 Logistics

Construction • Healthcare • Logistics

Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally.

📋 Description

• Partner with the Practice Leader to identify, develop, and advance growth opportunities across the mortgage industry • Leverage industry relationships to create introductions and new opportunities with mortgage lenders, servicers, investors, and other market participants • Develop relationships with executive-level decision-makers and influencers • Support strategic pursuits from relationship development through solution discussions, proposals, and presentations • Expand existing client relationships through additional Mortgage Risk Advisory services • Identify emerging client needs, market opportunities, and potential new or expanded service offerings • Monitor regulatory, agency, economic, technology, and market developments affecting the mortgage industry • Represent the Mortgage Risk Advisory Practice at conferences, associations, industry events, and client meetings • Support thought leadership, webinars, industry discussions, and strategic introductions • Provide market intelligence and client insights to the Practice Leader • Collaborate with Business Development professionals, Practice Leadership, Principals, delivery leaders, and other Baker Tilly service lines • Increase practice visibility, executive relationships, client retention, and qualified opportunities

🎯 Requirements

• 15+ years of progressive experience within the mortgage industry • Significant experience across multiple areas of the mortgage lifecycle • Deep knowledge of Mortgage Quality Control, Compliance, Servicing Quality Control, Risk, and related mortgage functions • Established and current executive-level network within the mortgage industry • Demonstrated success developing and expanding strategic client relationships • Demonstrated ability to create business opportunities through industry relationships, market knowledge, and consultative engagement • Experience working with mortgage lenders, servicers, investors, mortgage technology providers, consulting organizations, or other organizations supporting the mortgage industry • Experience interacting with senior and executive leadership within mortgage organizations • Understanding of mortgage technology platforms, analytics, automation, and emerging AI capabilities • Demonstrated industry presence through mortgage associations, conferences, committees, advisory groups, speaking engagements, webinars, thought leadership, or other industry involvement • Bachelor's degree or equivalent relevant professional experience • Comprehensive knowledge of the end-to-end mortgage lifecycle, including origination, processing, underwriting, closing, post-closing, quality control, compliance, risk, servicing, loss mitigation, investor and agency requirements, vendor oversight, technology, and operational workflows • Exceptional executive communication and presentation skills • Working knowledge of AI, automation, analytics, and emerging mortgage technologies

🏖️ Benefits

• Compensation and benefits package for eligible employees

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