Entrepreneurial Mortgage Banker for HNW Clients

BTG Pactual; New York (NY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

BTG Pactual seeks accomplished Mortgage Bankers to accelerate growth of its U.S. residential mortgage business.

The role focuses on self-sourced production, building a sustainable pipeline through business development and referrals, while partnering with credit, fulfillment and compliance teams to deliver an exceptional borrower experience. Ideal candidates will have a proven track record with high-net-worth clients, knowledge of jumbo, portfolio and international financing, and the ability to

Qualifications

• Minimum of three years of residential mortgage origination and business development experience.
• Demonstrated ability to develop external referral relationships and manage an individual production pipeline.
• Working knowledge of residential mortgage products, borrower qualification, loan documentation and applicable regulations.
• Strong consultative sales, communication, relationship-management, organizational and follow-through skills.
• Proficiency with mortgage origination technology, CRM tools and standard productivity applications.

Responsibilities

• Drive self-sourced mortgage production through proactive prospecting and a defined sales strategy.
• Develop and expand strategic referral relationships with real estate and luxury professionals.
• Act as a trusted mortgage advisor to affluent borrowers and recommend appropriate products.
• Structure and originate complex transactions including jumbo and portfolio loans.
• Coordinate with fulfillment and credit teams to deliver a smooth borrower experience.
• Collaborate across BTG Pactual's banking and wealth management ecosystem to deepen client relationships.

Skills

Client relationships

Regulatory knowledge

CRM software

Sales & advisory

Communication

Education

Bachelor's degree in Business/Finance/Real Estate/Economics

High school diploma or equivalent

Tools

CRM systems

Job description

BTG Pactual seeks accomplished Mortgage Bankers to accelerate growth of its U.S. residential mortgage business.

The role focuses on self-sourced production, building a sustainable pipeline through business development and referrals, while partnering with credit, fulfillment and compliance teams to deliver an exceptional borrower experience. Ideal candidates will have a proven track record with high-net-worth clients, knowledge of jumbo, portfolio and international financing, and the ability to