Teams at HomeStreet Bank

Manage Account Services operations including New Accounts, Back Office, Legal Processing, and retail support. Ensure compliance, workflow performance, quality assurance, and cross-functional alignment. Identify process improvements, develop staff, maintain internal controls, and support audit readiness. Travel up to 20% across Southern California offices.

Manage investor reporting and remittances for major investors (Fannie Mae, Ginnie Mae, Freddie Mac and others). Prepare investor reports, reconcile cutoff clearing exceptions, perform monthly corporate and custodial account reconciliations, implement investor and regulatory procedures, and handle repurchases, buyouts, interest credits, account setups/deletions, and audit requests.

The Sr. Relationship Manager oversees middle-market client relationships, ensuring credit quality, compliance, and business development, while mentoring less experienced colleagues.