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 (private wealth)
Builds
Mortgage loan products and origination services for high-net-worth individuals and families
Domain
Financial services / Real estate lending
Required skills
Jumbo mortgage expertise, complex income/assets analysis, client relationship management, compliance knowledge (RESPA, TRID, fair lending), pipeline management, rate execution
Preferred skills
Private wealth sales experience, operations experience, team collaboration
Technologies
MS Office (Word, Excel, Outlook, PowerPoint), NMLS, FDIC-insured institution systems
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 client experience up to loan registration; Work with Private Bankers to reach growth targets; Analyze financial information for lending solution qualification; Manage inbound/outbound queues and client follow-up; Obtain documents for underwriting approval and negotiate pricing; Provide feedback on client experience and process efficiencies.
Seniority
Senior, hands-on IC