Job offer

Operational Excellence Officer for Mortgages, Full-Time (f/m/d)

Julius Baer is seeking an Operational Excellence Officer for Mortgages in Zurich to manage the entire lifecycle of mortgage contracts from both an administrative and operational perspective. The role also involves ensuring compliance and process integrity, as well as contributing to strategic transformation and digitalization projects.

YOUR CHALLENGE

  • End-to-End Mortgage Operations & Lifecycle Management
    • Oversee the administrative process for mortgage loans—from initial origination and amendments to renewal, early repayment, and settlement.
    • Perform transactional activities accurately and in a timely manner, including new loans, loan modifications, refinancing, and system updates.
    • Work closely with the Front Office, Mortgage Advisory, Credit Risk, Legal, and external partners to ensure seamless client experiences and operational agility.
  • Controls, Compliance, and Process Integrity
    • Conduct daily operational checks, reconciliations, and exception monitoring to ensure data accuracy and process reliability.
    • Support compliance with internal policies and evolving regulatory requirements (including FINMA oversight and SNB initiatives).
    • Proactively identify, escalate, and resolve operational risks and pending issues to maintain audit readiness.
    • Help refine standard operating procedures (SOPs), control frameworks, and risk mitigation measures.
  • Strategic Initiative & Business Transformation
    • Serve as an operational partner in cross-functional projects focused on automation, digitalization, and improving the customer journey.
    • Identify inefficiencies and collaboratively design scalable solutions that improve both productivity and service quality.
    • Assist in shaping future processes, technology integrations, and change management rollouts.

YOUR PROFILE

  • In-depth knowledge of the Swiss mortgage lifecycle, product types, collateral management, and related operational workflows
  • Proven experience in data management, reporting, and operational controls—familiarity with regulatory requirements is a distinct advantage
  • Strong analytical skills and a natural interest in process optimization, whether in day-to-day tasks or large-scale transformations
  • Enjoys project-based work; is self-motivated to take the initiative and see projects through to successful completion
  • Able to work comfortably on one's own while building effective relationships across departments and levels of the organization

Job details

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