India

Product Management and Development

Global Wealth Management

Your role

The Loan Coordinator Lead is responsible for leading and overseeing the loan coordination operation supporting U.S. Wealth Management and Private Banking mortgage origination services. This team lead will be maintaining accountability for service delivery, quality, regulatory compliance and operational performance.

Your responsibilities:
• lead teams of Loan Coordinators to achieve service, quality, productivity, and risk management objectives.
• support Private Mortgage Bankers throughout the processing transaction including daily communication, expectation setting, and status updates
• coordinate with Private Mortgage Banker and Underwriting to provide solutions for complex transactions
• partner with Closing Specialist to schedule and assist the team in gathering needed items for closing documents
• proactively manage loan escalations to ensure timely resolution, detailed communication and effective review analysis
• efficiently manage a high-touch pipeline while providing excellent client satisfaction
• promote the firm's values, culture, and commitment to delivering exceptional service to internal and external clients.

Job Reference #

341833BR

City

Mumbai

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will lead the Loan Coordinator team in Mumbai within the US Global Wealth Management Mortgage Operations function. The team provides support to mortgage origination fulfillment services to Private Mortgage Bankers and Wealth Management clients by supporting the residential mortgage process from application through closing.

Your expertise

• 8+ years of progressive mortgage operations or mortgage fulfillment experience, including leadership of large-scale teams supporting U.S. residential mortgage originations.
• 3+ years of team lead experience leading U.S. mortgage operations teams.
• Bachelor's degree required; advanced degree in Business, Finance, Operations, or a related field preferred.
• strong understanding of U.S. residential mortgage products, regulations, disclosures, loan processing, underwriting workflows, and closing processes.
• experience supporting high-net-worth or private banking mortgage clients preferred.
• demonstrated success leading offshore or global service delivery organizations supporting U.S. financial services businesses.
• proven track record of driving operational excellence, organizational transformation, and process improvement initiatives.
• deep knowledge of U.S. mortgage compliance requirements, risk management practices, and control frameworks.
• excellent leadership, communication, stakeholder management, and executive presentation skills.
• strong analytical and problem-solving abilities with experience utilizing operational metrics to drive business decisions.
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
• outstanding written and verbal English communication skills.
• experience with Encompass, mortgage workflow platforms, and operational reporting tools preferred.
• willing to work flexible schedules (US Shift)

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.