UHNW Senior Mortgage Consultant
Core
Senior Mortgage Consultant supporting Financial Advisors and Private Bankers in the home loans mortgage origination cycle for affluent clients.
Role type
Senior IC mortgage consultant (jumbo/complex)
Builds
Mortgage loan products and origination services for UHNW clients
Domain
Financial services / Wealth management / Real estate lending
Required skills
Jumbo mortgage expertise, complex income/assets analysis, client relationship management, compliance knowledge (RESPA, TRID, fair lending), pipeline management, product selection, rate execution
Preferred skills
Private wealth sales experience, operations background, high-touch client service
Technologies
MS Office (Word, Excel, Outlook, PowerPoint), NMLS, FDIC-insured institution systems
Responsibilities
Form deep working relationships with Financial Advisors and Personal Bankers; assist in providing expert advice and problem-solving skills to help meet client mortgage needs; work as part of team assigned to a Complex/Branch level coverage and grow market share through business referrals; provide the best rate execution and proper product selection for the clients; act as the face of the business by owning the client experience up to and including loan registration; work directly with Private Bankers to help reach each complex/branch growth targets; maintain and follow up on a pipeline of client referrals; analyze financial information to make an initial assessment regarding whether the clients and the property may qualify for a particular lending solution; partner with Mortgage Specialist Team to ensure the seamless transfer of the loan application; manage inbound/outbound queue management, multiple call campaigns, and various bank initiatives; obtain documents to satisfy conditions for underwriting approval and product/pricing negotiations; provide perspective and feedback relative to client experience enhancements and process efficiencies.
Seniority
Senior, hands-on IC