Mortgage Specialist

Serve as the primary point of contact for clients and internal and external business partners, including Financial Advisors, clients, and Private Bankers Listen to client needs, understand loan transactions, manage expectations, and provide transparent communication and timely updates throughout the mortgage loan process Act as the initial escalation point for loans in process and provide alternative solutions De-escalate situations and determine when further escalation is necessary Manage and oversee the mortgage pipeline to ensure loans progress according to established expectations Request, review, and validate income, credit, appraisal, insurance, and title documents Coordinate with processing, underwriting, credit risk, and other business partners to complete fulfillment and ensure timely closings Review and recommend solutions regarding credit risk for high-net-worth clients with complex income, asset, and vesting scenarios Obtain documents to satisfy underwriting approval conditions and support product/pricing negotiations Provide feedback on client experience enhancements and process efficiencies Achieve high levels of client and Financial Advisor satisfaction Proactively manage loan escalations to ensure timely resolution and an enhanced client experience Requirements Established track record of developing and maintaining client relationships Proven track record of meeting individual and organizational loan production goals while maintaining a large client base High school diploma or equivalent required Eligible for employment with an FDIC-insured institution Able to register with the Nationwide Mortgage Licensing System & Registry (NMLS) as a mortgage loan originator Extensive knowledge of mortgage products and client service experience In-depth knowledge of compliance regulations and laws governing consumer mortgage lending, including fair lending, privacy,

RESPA

, and TRID Strong written and verbal communication and interpersonal skills Self-starter with a strong sense of ownership; ability to manage time, prioritize, and plan Proficient in MS Office, including Word, Excel, Outlook, and PowerPoint Ability to manage complex mortgage pipelines, including Core, Complex (>$2M), Unique (Entity), Employee, UHNW, and PWM Channel Loans Core Competencies Demonstrates extensive knowledge of mortgage products and compliance regulations, with a proven ability to manage complex mortgage pipelines and enhance client experiences. Strong communication and relationship management skills are essential for success in this role. Highest-signal resume keywords Mortgage Loan Origination Client Relationship Management Compliance Regulations Knowledge Mortgage Pipeline Management Communication Skills ATS Optimization Keywords Hard Skills Mortgage Products Knowledge Loan Production Goals Achievement Income and Credit Document Validation Credit Risk Assessment Underwriting Approval Conditions Management Soft Skills Interpersonal Skills Self-Starter Time Management Problem-Solving De-Escalation Skills Certifications & Qualifications NMLS Registration Eligibility Industry Keywords Consumer Mortgage Lending RESPA TRID Fair Lending High-Net-Worth Clients Tools & Technologies MS Office Word Excel Outlook PowerPoint #J-18808-Ljbffr Jobtailor