Residential Real Estate Specialist
Core
Primary source of expertise for Ultra High Net Worth (UHNW) clients to deliver complex residential real estate financing solutions and facilitate product structure and pricing.
Role type
Senior IC Residential Real Estate Specialist (UHNW)
Builds
Customized residential mortgage products and financing structures for UHNW clients
Domain
Wealth Management / Residential Real Estate Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Credit and risk assessment, Loan structuring, Financial analysis, Market expertise, Underwriting, Client management, Regulatory compliance (SAFE Act), Strategic thinking
Preferred skills
Resource planning, Process improvement, Leadership in issue resolution
Technologies
GWIM custom mortgage guidelines, Federal registry system
Responsibilities
Facilitate structure and pricing of residential real estate products, obtain financial documentation, communicate product policy enhancements to client managers, serve as market expert for geographic trends and competition
Seniority
Senior, hands-on IC