Residential Real Estate Sr Sales Associate, Private Bank
Core
Monitor loan portfolios for Private Bank/Merrill Lynch clients and manage residential mortgage products ranging from basic to highly customized arrangements.
Role type
Senior Sales Associate (Residential Real Estate, Private Bank)
Builds
Residential mortgage loans and HELOCs for High Net Worth clients
Domain
Banking / Private Wealth Management / Residential Real Estate
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Mortgage product knowledge, Compliance and underwriting expertise, Client relationship management, Cross-selling strategies, Regulatory adherence (SAFE Act, HMDA), Financial analysis
Preferred skills
Experience in HNW residential mortgage/HELOC arena
Technologies
Federal and State compliance systems, HMDA reporting tools
Responsibilities
Monitor loan portfolios, Structure and price mortgage products, Interact directly with clients as primary contact, Identify cross-sell opportunities, Ensure SAFE Act registration and background checks
Seniority
Senior, hands-on IC