High Net Worth Mortgage Lending Professionals Job in Ny, Dallas, La 75252, California US

L.A.M. Executive Search, Inc.  Is a leading provider of talent to the financial services and consulting industries.  Our clients include major financial services firms, financial industry boutiques and service providers and alternative investment managers (including hedge funds and private equity firms). 

We are pleased to offer HNW Mortgage Originators experienced in Private Wealth Management.  We have roles open in New York,   Dallas   and   Los Angeles. 

 

Responsible for the origination of mortgage loans for the Bank, supporting Private Wealth Management (PWM) and advisors and clients; provide mortgage-related subject matter expertise and advice with regard to products, pricing, and loan structures; act as the primary Bank mortgage liaison for Regional Lending Managers and Private Banking Specialists; drive new mortgage application volume through established advisor relationships and marketing efforts to achieve established funding targets; manage client experiences end-to-end through the fulfillment and servicing life of the loan; interface with the Bank’s Credit team for loans falling outside of established guidelines to ensure that portfolio standards are maintained; support The Bank’s mortgage operations with the mortgage application process utilizing PHH’s origination platform; actively manage loan pipeline to ensure closing pull through, service delivery, and minimize fallout; and provide oversight and support for Mortgage Consultants aligned to the region.

 

Primary Client and Transaction Responsibilities:

·         Overall responsibility for PWM client mortgages within assigned territory. Accountable for client experience from initial contact to loan funding

·         Engage advisors within assigned region in the mortgage program via office visits and client meetings as requested

·         Responsible for the early identification of complex transaction structures, such as: entity, trust, guarantor, co-op, unique property requirements, condensed time-frames, properties under construction, need for multiple co-borrowers

·         Assist in providing direction to Regional Mortgage Consultants coordinating joint efforts to support loan requests, complete mortgage application handoff requests, and to provide advice and guidance with regard to pipeline management

·         As appropriate, complete mortgage applications with clients and advisors

·         Gather information from clients; as well as, leverage internal resources to support the completion of the mortgage application process

·         Manage exception pricing process

·         Assist with underwriting requests for additional information

·         Maintain full awareness of status for all loans in pipeline

·         Identify delays and mitigate the risk of potential missed deadlines

·         Function as primary Bank liaison on all issues surfaced during loan process

 

Experience/Skills:           

·         5+ years work experience in financial fields – primarily mortgage lending or servicing.  Relevant work experience includes commercial banking and/or private banking roles related to jumbo residential mortgages

·         BA required; MBA preferable

·         Working knowledge of mortgage credit industry standards with preferred experience in a private banking lending environment

·         Familiarity with trusts, estates, and entity structures

·         People / project management skills

·         Strong oral and written communications skills

·         Flexible, personable, confident and self-motivated; team player

·         Ability to multi-task and be well organized

·         Ability to work under pressure and meet deadlines

·         Desire to help develop and grow a new and dynamic business

 

Interested candidates, please email your resume to:  Lou Ann Marrero, Lou@Lam-Executive.com