Residential Real Estate Sr Sales Associate, Private Bank

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Residential Real Estate, Senior Sales Associate, Private Bank -

The Residential Rest Estate Sr. Sales Associate monitors loan portfolios of Private Bank/Merrill Lynch clients, specific to mortgage products ranging from basic to highly customized arrangements. Possesses a high degree of mortgage knowledge including product, compliance, underwriting, and collateral requirements. Works closely with the Residential Real Estate Specialist, PCAs, PCMs and FAs in structuring and pricing. Interacts directly with clients. Serves as primary contact with client for all necessary follow up and information throughout the loan process. Explores opportunities to further/deepen the client's relationship by leveraging all areas within BAC. Looks for potential cross sell opportunities. Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years), and regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Skills :

• Attention to Detail
• Client Experience Branding
• Collaboration
• Interpret Relevant Laws, Rules, and Regulations
• Pipeline Management
• Account Management
• Credit Documentation Requirements
• Customer and Client Focus
• Oral Communications
• Prioritization
• Client Management
• Financial Analysis
• Issue Management
• Problem Solving
• Recording/Organizing Information

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:

Hours Per Week: