Elite Mortgage Banker – Self-Sourced Growth (Remote)

BTG Pactual; Town of Florida (NY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

BTG Pactual is expanding its U.S. residential mortgage team and seeking accomplished Mortgage Bankers with a proven record of self-sourced production. You will develop and manage an independent pipeline, leveraging internal resources to deliver tailored financing solutions for affluent borrowers.

The role emphasizes proactive business development, external partnerships, and deep product knowledge, with a focus on compliant practices and exemplary client service across a hybrid work model.

Qualifications

• Minimum 3 years of residential mortgage origination and business development experience.
• Demonstrated ability to develop external referral relationships and manage a production pipeline.
• Working knowledge of mortgage products, borrower qualification, loan documentation and applicable regulations.
• Strong consultative sales, communication and relationship-management skills.
• Proficiency with mortgage origination technology and CRM tools.
• High school diploma or equivalent.
• Ability to satisfy SAFE Act registration and/or NMLS licensing requirements.

Responsibilities

• Drive self-sourced mortgage production with proactive prospecting and an individual sales strategy.
• Develop referrals with real estate, luxury/new-construction professionals, builders and other professionals.
• Act as a trusted mortgage advisor to affluent borrowers and assess financial profiles.
• Structure and originate jumbo and complex transactions and high-balance financing.
• Analyze complex borrower profiles with multiple income streams and cross-border considerations.
• Manage origination from consultation to closing with internal teams.
• Collaborate with BTG Pactual's banking and wealth management partners.
• Leverage CRM to maintain records, pipeline and performance.
• Maintain strong product knowledge on mortgage programs and regulatory developments.
• Uphold compliance, ethical conduct and responsible lending.
• Contribute to BTG Pactual's growth and client service excellence.

Skills

Self-sourced production

Business development

Mortgage lending knowledge

Relationship management

Regulatory compliance

CRM proficiency

Education

Bachelor's degree in Business/Finance/Real Estate

High school diploma or equivalent

Tools

CRM software

Mortgage origination technology

Job description

BTG Pactual is expanding its U.S. residential mortgage team and seeking accomplished Mortgage Bankers with a proven record of self-sourced production. You will develop and manage an independent pipeline, leveraging internal resources to deliver tailored financing solutions for affluent borrowers.

The role emphasizes proactive business development, external partnerships, and deep product knowledge, with a focus on compliant practices and exemplary client service across a hybrid work model.