Wealth Management Mortgage Operations Processing Specialist

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 HELOCs
• Obtain all required third-party and vendor information
• Engage with Underwriting, Rate Lock, Closing, Quality, and Mortgage Solutions teams
• Communicate with internal and external groups to resolve issues
• Obtain clear to close from quality and remediate all QC findings
• Submit files to closing in accordance with federal and state regulatory requirements
• Validate required documents and disclosures for accuracy
• Coordinate with stakeholders to facilitate the mortgage origination process
• Meet time-sensitive deadlines and production targets
• Maintain compliance with all regulatory controls
• Act independently in a high-production environment
   

Required qualifications, capabilities, and skills

• Possess two or more years of experience in U.S. mortgage loan originations
• Demonstrate excellent written and verbal communication skills
• Show proficiency in analyzing documents such as Title, Home Owners Insurance, Flood, and Appraisal
• Exhibit experience in production management, work allocation, prioritization, exception handling, and process documentation
• Act independently and meet tight deadlines in a high-production environment
   

Preferred qualifications, capabilities, and skills

• Hold a bachelor’s degree
• Demonstrate willingness to work flexible schedules