CA-WA Private Mortgage Banker (Evergreen)
Core
Solicit residential mortgages and produce high-quality jumbo loans for affluent borrowers.
Role type
Private Mortgage Banker (Loan Originator)
Builds
Residential mortgage loans
Domain
Real Estate / Financial Services
Required skills
Private Mortgage Banking Sales, loan origination, financial data analysis, real estate transaction knowledge, regulatory compliance (SAFE/Regulation Z), customer relationship management
Preferred skills
High net-worth client experience, sales prospecting, Microsoft Office
Responsibilities
Solicit mortgages from various sources, quote rates and points, analyze credit data, maintain client relationships, ensure regulatory compliance, pursue training
Seniority
Mid-level, hands-on IC
