Mortgage Banker
Core
Serve as the primary point of contact and Subject Matter Expert for high-net-worth clients and Financial Advisors throughout the mortgage origination process, from application to closing.
Role type
Senior IC Mortgage Banker (Jumbo/Complex Loans)
Builds
Mortgage loan products and solutions for Ultra High Net Worth and Private Wealth Management clients
Domain
Financial Services / Wealth Management / Mortgage Lending
Required skills
Jumbo mortgage expertise, complex income/asset analysis, client relationship management, regulatory compliance (RESPA, TRID), loan underwriting coordination, team supervision, pipeline management
Preferred skills
Verbal communication, MS Office proficiency, proactive problem solving, performance management
Technologies
MS Office (Word, Excel, Outlook, PowerPoint), NMLS, internal banking systems
Responsibilities
Provide consultation on credit risk and product pricing for high loan amounts; analyze client finances to tailor loan solutions; manage client and Financial Advisor expectations; coordinate with underwriting and credit risk for timely closings; validate complex loan documents; issue Conditional Pre-Approval Letters; serve as escalation point for loan issues; manage inbound/outbound queues and client follow-up; supervise Associate Mortgage Bankers; ensure regulatory compliance
Seniority
Senior, hands-on IC (AVP/VP level)