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 (wealth management)
Builds
Mortgage origination solutions and client experiences 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 experience, team collaboration
Technologies
MS Office (Word, Excel, Outlook, PowerPoint), NMLS
Responsibilities
Form deep working relationships with Financial Advisors and Personal Bankers; Provide expert advice and problem-solving for client mortgage needs; Execute best rates and select proper products; Own the client experience up to loan registration; Work with Private Bankers to reach growth targets; Analyze financial information for lending qualification; Manage inbound/outbound queues and call campaigns; Partner with Mortgage Specialist Team for seamless loan transfer; Obtain documents for underwriting approval and negotiate pricing.
Seniority
Senior, hands-on IC