Senior Residential Mortgage Specialist

Bank of America; Pleasanton (CA); On-site; USD 87,000 - 138,000; Full time

Job summary

Bank of America in Pleasanton, CA is seeking a Residential Real Estate Sr. Sales Associate to monitor Private Bank/Merrill Lynch mortgage portfolios and structure highly customized financing. You will work with the Residential Real Estate Specialist, PCAs, PCMs and FAs to price loans, interact with clients, and seek cross-sell opportunities.

FHA/HELOC and HMDA compliance experience is preferred. Strong mortgage knowledge, regulatory adherence, and client relationship focus are essential for

Qualifications

• High School Diploma or equivalent is required.
• Minimum 4–10 years of residential mortgage/HELOC experience in the HNW arena.
• Compliance with Federal and State policies and HMDA requirements; SAFE Act registration may apply.

Responsibilities

• Monitors loan portfolios of Private Bank/Merrill Lynch clients for mortgage products.
• Structures and prices loans in collaboration with specialists, PCAs, PCMs and FAs.
• Interacts directly with clients and serves as primary contact for follow-up.
• Explores cross-sell opportunities within BAC.

Skills

Attention to Detail

Client Experience Branding

Collaboration

Interpret Relevant Laws, Rules, andReg

Pipeline Management

Financial Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Pleasanton, CA is seeking a Residential Real Estate Sr. Sales Associate to monitor Private Bank/Merrill Lynch mortgage portfolios and structure highly customized financing. You will work with the Residential Real Estate Specialist, PCAs, PCMs and FAs to price loans, interact with clients, and seek cross-sell opportunities.

FHA/HELOC and HMDA compliance experience is preferred. Strong mortgage knowledge, regulatory adherence, and client relationship focus are essential for