Residential Lending Specialist - Associate
Core
End-to-end fulfillment of residential mortgages and home equity lines of credit (HELOCs) for Ultra-High-Net-Worth (UHNW) clients in a private banking environment.
Role type
Senior IC residential lending specialist (mortgage fulfillment)
Builds
Private label mortgage loans and HELOCs for UHNW individuals and entities
Domain
Private banking / Residential real estate lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Residential mortgage fulfillment, complex loan structuring (Trusts, LLCs, partnerships), UHNW client management, regulatory compliance (TRID, RESPA), closing logistics coordination, NMLS registration
Preferred skills
Underwriting experience, entity borrowing structures, operational risk management, multi-transaction management
Technologies
Internal lending systems, NMLS
Responsibilities
Serve as primary fulfillment contact for UHNW clients, review applications for completeness, coordinate closing logistics with attorneys and escrow agents, ensure accurate funding and handoff to servicing, support quality control and audit reviews, maintain audit-ready loan files
Seniority
Senior, hands-on IC