Join a team where your attention to detail and problem-solving skills make a real impact for Private Bank clients. As a Wealth Management Mortgage Processing Specialist, you’ll play a key role in ensuring mortgage applications are processed accurately and efficiently. This is your chance to grow your career, collaborate with experts, and develop specialized knowledge in wealth management. Experience a supportive environment that values your initiative and drive for excellence. Unlock new opportunities and advance your professional journey with us.

 

As a Wealth Management Mortgage Processing Specialist within our Private Bank team, you process mortgage applications and ensure all documentation is complete and accurate. You coordinate with internal and external partners to facilitate the mortgage origination process and maintain compliance with regulatory requirements. You demonstrate accuracy, meet time-sensitive deadlines, and proactively solve problems in a high-production environment. Together, we strive for excellence and support each other in meeting our goals. Join us to make a meaningful difference for our clients and our firm.

 

Job responsibilities

Process mortgage applications and simultaneous HELOCsObtain all required third-party and vendor informationEngage with Underwriting, Rate Lock, Closing, Quality, and Mortgage Solutions teamsCommunicate with internal and external groups to resolve issuesObtain clear to close from quality and remediate all QC findingsSubmit files to closing in accordance with federal and state regulatory requirementsValidate required documents and disclosures for accuracyCoordinate with stakeholders to facilitate the mortgage origination processMeet time-sensitive deadlines and production targetsMaintain compliance with all regulatory controlsAct independently in a high-production environment
 

Required qualifications, capabilities, and skills

Possess two or more years of experience in U.S. mortgage loan originationsDemonstrate excellent written and verbal communication skillsShow proficiency in analyzing documents such as Title, Home Owners Insurance, Flood, and AppraisalExhibit experience in production management, work allocation, prioritization, exception handling, and process documentationAct independently and meet tight deadlines in a high-production environment
 

Preferred qualifications, capabilities, and skills

Hold a bachelor’s degreeDemonstrate willingness to work flexible schedules