Consumer Lending Investor Relations - Relationship Manager

Citizens Bank
Plano
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Organizational","Relationship management","Analytical","Communication"]

Manage and strengthen investor relationships across consumer lending and home mortgage programs, acting as a primary liaison between investors and internal business partners. Oversee investor programs and secondary market execution, coordinate investor requirements, certifications, audits, and issue resolution, and support change management tied to servicing and regulatory updates. Use deep mortgage and capital markets expertise to improve operational excellence, risk management, investor governance, and portfolio performance.

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Citizens Bank
Citizens Bank
2 days ago

Consumer Lending Investor Relations - Relationship Manager

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Last checked: 22 minutes agoStatus: Live

Job Summary

Manage and strengthen investor relationships across consumer lending and home mortgage programs, acting as a primary liaison between investors and internal business partners. Oversee investor programs and secondary market execution, coordinate investor requirements, certifications, audits, and issue resolution, and support change management tied to servicing and regulatory updates. Use deep mortgage and capital markets expertise to improve operational excellence, risk management, investor governance, and portfolio performance.
Location: Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage investor relationships and requirements, including onboarding, contracts, certifications, audits, issue resolution, and ongoing performance oversight.
  • •Support sale and delivery of consumer lending and mortgage assets through investor channels and secondary market execution.
  • •Lead investor audit and examination engagements, creating audit plans, issue trackers, and remediation activities, and communicate status and corrective action plans to stakeholders.
  • •Administer investor certification and approval processes (initial approvals, annual renewals, and ongoing eligibility requirements) and serve as an authorized representative for applicable certifications and systems.
  • •Coordinate investor-related change management and strategic initiatives to improve operational efficiency, strengthen investor relationships, and enhance compliance with investor requirements.

Key Requirements

  • •Minimum 10 years of banking, mortgage banking, consumer lending, capital markets, or investor relations experience.
  • •Minimum 5 years of experience in Investor Relations, Secondary Marketing, Capital Markets, or Investor Management functions.
  • •Minimum 5 years of audit, compliance, risk management, regulatory examination, or governance experience.
  • •Experience managing investor audits, certifications, contract negotiations, issue resolution, and change management initiatives.
  • •Demonstrated success leading cross-functional projects and strategic initiatives involving multiple stakeholders.
Experience:10+ yearsConsumer lendingMortgage bankingCapital marketsInvestor relationsSecondary market
Education:Bachelor's
Skills:LeadershipOrganizationalRelationship managementAnalyticalCommunication
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website