Senior Mortgage Underwriting & Servicing Specialist

Julius Baer; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich seeks a Mortgage Officer to enhance mortgage underwriting and servicing for private banking clients. In this role, you will evaluate mortgage requests, assess credit risk, and ensure compliance with regulations.

The ideal candidate holds a Bachelor's degree, has 3-5+ years in mortgage lending, and is fluent in German or English. This position offers an opportunity to collaborate closely with various stakeholders in a dynamic financial environment.

Qualifikationen

• 3–5+ years of experience in mortgage lending in private banking or wealth management.
• Solid understanding of mortgage underwriting and risk mitigation techniques.
• Fluency in German or English, with proficiency in French or Italian preferred.

Aufgaben

• Evaluate mortgage requests within personal approval authority.
• Provide feedback and recommendations to Mortgage Advisors.
• Ensure all transactions meet legal and regulatory requirements.
• Perform servicing and lifecycle administration of mortgages.

Kenntnisse

Credit risk assessment

Mortgage underwriting

Collaboration

Communication skills

Process optimisation

Ausbildung

Bachelor’s degree in Finance, Business, or related field

Jobbeschreibung

Julius Baer in Zürich seeks a Mortgage Officer to enhance mortgage underwriting and servicing for private banking clients. In this role, you will evaluate mortgage requests, assess credit risk, and ensure compliance with regulations.

The ideal candidate holds a Bachelor's degree, has 3-5+ years in mortgage lending, and is fluent in German or English. This position offers an opportunity to collaborate closely with various stakeholders in a dynamic financial environment.