Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Residential Lending Specialist - Associate

$67k - $85k
Full-time

Position Overview

Job Title Residential Lending Specialist

Corporate Title Associate

Location Jacksonville

Overview

We are seeking a Residential Lending Specialist to manage the end-to-end process for residential mortgages and home equity lines of credit (HELOCs) within our boutique private banking environment. This is a hands-on role that combines client interaction, application processing, pipeline management, and servicing. The ideal candidate is highly organized, client-focused, and comfortable wearing multiple hats in a fast-paced, relationship-driven setting.

Role Summary

The Private Bank UHNW Residential Mortgage Specialist is responsible for end‑to‑end mortgage fulfillment of portfolio loans. This role owns the client experience and execution from application through funding, acting as a knowledgeable, trusted point of contact.

The role partners closely with Private Banker, Credit, Legal, Compliance and third‑party vendors to deliver a private label , white‑glove , experience while ensuring regulatory and policy adherence.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gift, and volunteer programs

What You’ll Do  

  • Serve as the primary fulfillment contact for UHNW clients once an application is received, providing clear guidance on process, documentation, timelines, and closing logistics.
  • Subject‑matter expert on the following:
    • Loan mortgage structure and pricing.
    • State‑specific disclosures and timing considerations.
    • Documentation requirements for complex income, assets, trusts, and entities (W‑2, K‑1s, partnership distributions, LLC, Trusts, Corp)
    • Appraisals, title, escrow, insurance, and closing logistics.
  • Review applications for completeness and accuracy; initiate disclosures (LE, CD, NOIA, Commitments)
  • Coordinate end‑to‑end closing logistics with attorneys, escrow/title agents, insurance brokers, Condo/Co-op Boards.
  • Ensure all closing documents & funding are accurate & timely. 
  • Ensure clean handoff to servicing and onboarding teams; follow up on any trailing documentation.
  • Support quality control , audit, and regulatory reviews as needed.
  • Maintain accurate and complete loan files within internal systems, ensuring audit ready documentation throughout the process.
  • Deliver a high‑touch, discreet, and proactive client experience, coordinating closely with Private Bankers to align messaging and expectations.
  • Anticipate and identify potential issues upfront and proactively resolve prior to any impact to client satisfaction.

Skills You’ll Need

  • Extensive experience in residential mortgage fulfillment, processing/closing, or Underwriting experience, preferably within Private Banking Wealth Management
  • Demonstrated experience managing complex UHNW mortgage borrowers and loan structures .
  • Exceptional client communication skills with the ability to explain technical requirements clearly and confidently.
  • High attention to detail with strong organizational and issue‑resolution skills.
  • Familiarity with Trust, LLC, LP, and other entity borrowing structures.
  • Exposure to operational risk, quality assurance, and regulatory documentation standards.
  • Current NMLS registration or obtain within 90 days

Skills That Will Help You Excel

  • Excellent organizational skills and ability to manage multiple transactions simultaneously
  • Exceptional communication and client service skills
  • Experience with high-net-worth clients and complex income structures
  • Familiarity with compliance requirements (TRID, RESPA, etc.)
  • Ability to work independently and take ownership of the entire lending process

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Jacksonville, FL is $67,000 to $85,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees:

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email  View email address on db.com .

#LI-HYBRID

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Residential Lending Specialist - Associate in Jacksonville, FL vacancy
  •  ...Resident Engagement Specialist The Resident Engagement Specialist is a key member of Progress Residential's Affordable Housing team and plays a vital role in ensuring families utilizing Housing Choice Vouchers experience a smooth, supportive, and timely move in process... 
    Suggested
    Local area

    Sonju Superstore

    Jacksonville, FL
    2 days ago
  •  ...Brothers , America’s leading luxury home builder, seeks a Management Associate to join our division based at our division office in St. Johns...  ...individuals with a strong business acumen and a passion for residential homebuilding to explore all facets of our dynamic business.... 
    Suggested
    Rotational program
    Full time
    Internship
    Work at office
    Local area
    Flexible hours

    Toll Brothers

    Jacksonville, FL
    3 days ago
  •  ...and preserve the planet." What do our Construction/Wildlife Specialists do? Our Wildlife Specialists visit customers and provide a full...  ...services. Performs exclusion services and animal removal for residential and commercial customers which includes inspections, trapping... 
    Suggested
    Full time
    Part time
    Work experience placement
    Local area
    Immediate start
    Monday to Friday

    Terminix

    Jacksonville, FL
    3 days ago
  •  ...property and improving resident satisfaction. As a Leasing Agent, you'll ensure that each resident experience is in line with S2 Residential's mission and core values. What you'll do: Lease. Lease. Lease! Exceed our future and current resident experience. Engage with them... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Weekend work

    S2 Residential

    Jacksonville, FL
    2 days ago
  •  ...driven individual to join our Company as a Certified Roofing Specialist . The rise of inclement weather events over the past several...  ...founded in 2009 and has rapidly grown to become one of the largest residential roofing companies in the US. We are the #1 Platinum Preferred... 
    Suggested
    For contractors
    Flexible hours

    Pho Prime, LLC

    Jacksonville, FL
    1 day ago
  •  ...Assistance Program* Commissions- S2 has a competitive commission structure to reward you for your hard workYour First Week:* S2 Residential onboarding training program* Compliance training courses* Mentorship by peer who has graduated our mentor program* Greet prospects... 
    Work at office
    Immediate start
    Monday to Friday
    Weekend work

    Lives2residential

    Jacksonville, FL
    3 days ago
  •  ...Bainbridge Companies, where we are doing something different in residential property management. We own and manage 60+ apartment...  ...currently seeking an inspiring and customer-focused Leasing Specialist to join our team at The Bainbridge Companies. As an experienced... 
    Hourly pay
    Work at office
    Local area

    The Bainbridge Companies

    Jacksonville, FL
    3 days ago
  •  ...Job Description Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as...  ...significant impact on our business Job Summary: As a Closing Specialist IV in Home Lending, you will represent the pinnacle of... 

    JPMorgan Chase & Co.

    Jacksonville, FL
    6 days ago
  •  ...Overview Job Purpose This Director, Associate General Counsel will report to the General Counsel in the ICE Mortgage Technology business...  ..., and a mortgage technology platform servicing the U.S. residential mortgage market. Responsibilities Build and maintain an expert... 
    Full time
    Work at office
    Relocation package

    Intercontinental Exchange

    Jacksonville, FL
    7 days ago
  • $85k

    Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in Jacksonville Beach, FL and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and reconnects you with the heart of... 
    Full time
    Temporary work
    Part time
    Flexible hours
    Weekend work
    2 days per week

    Lap of Love Veterinary Hospice

    Jacksonville, FL
    9 days ago
  •  ...A regional grocery chain in Jacksonville is seeking a Bakery Associate to assist in daily operations. Responsibilities include ensuring product availability and freshness, providing excellent customer service, and adhering to safety and food handling regulations. Ideal... 
    Shift work

    The Winn-Dixie Company

    Jacksonville, FL
    2 days ago
  • AmLaw200 firm's Jacksonville office is seeking an experienced real estate attorney to join their busy Real Estate Practice Group. The ideal candidate will have a minimum of 6 years of experience with commercial real estate transactions. Candidates should have significant...
    Work at office

    H. T. PROF Group

    Jacksonville, FL
    4 days ago
  •  ...Job Summary The Front End Associate with The Restaurant Store is responsible for delivering a high level of service and satisfaction to all customers in a retail branch location. The Front End Associate supports key operational goals by efficiently handling cashier duties... 

    Clark Associates

    Jacksonville, FL
    1 day ago
  •  ...Job Summary The Front End Associate with The Restaurant Store is responsible for delivering a high level of service and satisfaction to all customers in a retail branch location. The Front End Associate supports key operational goals by efficiently handling cashier duties... 

    The Restaurant Store

    Jacksonville, FL
    3 days ago
  • $14 per hour

     ...products are designed to alleviate seizures, severe and persistent muscle spasms, pain, nausea, loss of appetite, and other symptoms associated with serious medical conditions such as cancer.Our specially trained staff works hand-in-hand with physicians to provide the... 
    Part time
    Work at office
    Local area
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    Trulieve

    Jacksonville, FL
    7 hours ago
  •  ...Ensures customer requests and special orders are fulfilled. Responsibilities Breakdown 60% Leadership Promotes trust and respect among associates by collaborating, promoting teamwork, and communicating company, department, and job specific information. Adheres to all local,... 
    Work at office
    Local area
    Shift work
    Night shift

    The Winn-Dixie Company

    Jacksonville, FL
    2 days ago
  •  ...timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. The associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to... 
    Full time
    Work experience placement
    Work at office

    Datavant

    Jacksonville, FL
    3 days ago
  • A healthcare organization in Jacksonville seeks an individual to assist with emergency calls related to poisonings. Responsibilities include advising on treatment and public education. Candidates must have a GED or High School Diploma, with a health-oriented background...

    UF Health

    Jacksonville, FL
    3 days ago
  •  ...Front Desk Associate Workout Anytime (Duval Station) NOW HIRING a Front Desk Associate to work in one of the fastest growing Fitness Franchises, Workout Anytime! We are hiring at Workout Anytime Orange Park! If you have the desire to start a career in Fitness, this... 
    Immediate start
    Flexible hours
    Weekend work

    ISSA Personal Trainers

    Jacksonville, FL
    3 days ago
  •  ...prioritizes daily tasks and manages time independently across multiple locations or responsibilities. Clearly communicates with store associates, supervisors, and internal teams; reports inventory updates, issues, or store needs in a timely manner. Acts as a positive... 
    Seasonal work
    Work at office
    Local area
    Visa sponsorship
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Costa Farms

    Jacksonville, FL
    3 days ago
  •  ...Civil - Associate Engineering Technician - Water Date: May 31, 2026 Location: Charlotte, TX, US Tampa, FL, US Jacksonville, FL, US Orlando...  ...: No Why Black and Veatch Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in... 
    Full time
    Part time
    Work experience placement
    Relocation
    Visa sponsorship
    Flexible hours

    Black & Veatch

    Jacksonville, FL
    3 days ago
  •  ...services at a fraction of the price, increasing market share and driving repeat business for our clients. We’re seeking a Management Associate (Entry Level) to join our team and support exciting campaigns. This entry-level role provides comprehensive training in marketing... 
    Full time
    Immediate start

    Stay Connected Management Inc

    Jacksonville, FL
    3 days ago
  •  ...Part-time Front Desk Associate Carteret Management Corporation is seeking part-time front desk associates for an apartment community conveniently located in downtown Jacksonville. Downtime for study, reading, playing on phone! For any experience levels!... 
    Part time
    Shift work
    Weekend work

    Carteret Management Corp

    Jacksonville, FL
    7 hours ago
  • Elijahhouseliving is seeking a passionate individual to assist members in choosing and ordering eyeglasses in Jacksonville, Florida. Responsibilities include processing orders and providing excellent member service under the supervision of a licensed optician. The role...

    Elijahhouseliving

    Jacksonville, FL
    3 days ago
  •  ...Job Title : Culinary Specialist Category / Component: Enlisted • Both Overview Culinary Specialists operate and manage Navy dining and lodging services, planning menus, preparing meals, managing inventories and records, and contributing directly to crew morale and readiness... 
    Apprenticeship
    Worldwide

    US Navy

    Neptune Beach, FL
    4 days ago
  • $18 per hour

     ...Position (Yes/No): No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    Kevin's Plumbing and Heating Inc

    Jacksonville, FL
    2 days ago
  •  ...Sr. Principal, Associate GC, US Employment Law Company: FIS Global (located at 347 Riverside Avenue, Jacksonville, FL 32202) Position Information Position Type: Full time Type of Hire: Experienced (relevant combo of work and education) Education Desired: Bachelor of Law... 
    Full time
    Private practice
    Local area
    Worldwide

    B Capital

    Jacksonville, FL
    2 days ago
  • Music & Arts is the nation's leading partner in K-12 music education. In this seasonal role,you'llhelp bring school instrument rental events to life across your area. Working with our Education Account Managers,you'llpitch in with event set-up, prep, and checklists-and...
    Seasonal work
    Local area
    Flexible hours
    Afternoon shift

    Woodwind & Brasswind

    Jacksonville, FL
    2 days ago
  •  ...your extraordinary journey today. Position Summary The Leasing Associate position is responsible for leasing, marketing, and...  ...Leasing Agent, Leasing Consultant, Sales Consultant, Leasing Specialist, Sales Specialist, and/or Marketing Specialist. To apply or for... 
    Weekly pay
    Full time
    Start working today
    Work at office
    Local area
    Flexible hours
    Night shift
    Weekday work

    RPM Living

    Jacksonville, FL
    2 days ago
  •  ...Job Details Job Location: Christ’s Church - Mandarin Campus - Jacksonville, FL 32258 Position Type: Full Time The First Impressions Associate is key in creating a welcoming and engaging environment for guests attending worship services and events at Christ’s Church. This... 
    Full time
    Work at office
    Remote work

    Christ's Church

    Jacksonville, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Residential Lending Specialist - Associate. Be the first to apply!