Director, Client Strategy & Growth – Mortgage Risk

Baker Tilly US

. Partner with the Practice Leader to identify, develop, and advance growth opportunities across the mortgage industry .

Posted 10/9/2026full-timeRemote • Florida • United StatesLead💰 $127,500 - $294,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in the mortgage industry, including Mortgage Quality Control, Compliance, and Risk, while leveraging a strong executive network to drive business development and client relationship expansion. Proficient in utilizing mortgage technology platforms and analytics to identify market opportunities and enhance service offerings.

Highest-signal resume keywords

15+ Years Mortgage Industry ExperienceMortgage Quality Control ExpertiseExecutive-Level Network DevelopmentStrategic Client Relationship ExpansionMortgage Technology Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Quality ControlComplianceRisk ManagementMortgage Lifecycle KnowledgeBusiness DevelopmentClient Relationship ManagementMarket IntelligenceMortgage Technology PlatformsAnalyticsAutomation

Soft Skills

Executive CommunicationPresentation SkillsConsultative Engagement

Tools & Technologies

Mortgage Technology PlatformsAnalytics ToolsAutomation Solutions

Industry Keywords

Mortgage IndustryMortgage LendersServicersInvestorsMarket ParticipantsThought LeadershipIndustry EventsClient RetentionEmerging AI CapabilitiesOperational Workflows

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Compensation and benefits package for eligible employees