Senior UHNW Mortgage Lending Advisor

Talentify; South Bend (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Merrill Wealth Management is seeking an experienced Mortgage Loan Originator to grow a network of referrals for residential lending opportunities with Bank of America Merrill Financial Advisors. You will assess customer financing needs, explain product pricing, and ensure regulatory compliance throughout the process.

The role requires responding to inquiries, interviewing borrowers, and guiding clients through loan structuring and documentation while maintaining data quality and timely closures.

Qualifications

• Minimum of five years of experience in a loan origination role with ultra-high net worth and affluent clients.
• Demonstrated success in prospecting, generating leads, closing business and meeting production goals.
• Strong background in credit solutions, ranging from standard to custom mortgage products and other securities-based lending.
• Experience building relationships with clients and understanding processing, underwriting, and closing procedures.
• Knowledge of federal regulations governing real estate lending.

Responsibilities

• Manages prospecting clients and initial structuring processes, determining financial objectives and lending needs.
• Negotiates lending terms, prepares deal justification and related documentation, and advises on policies and guidelines.
• Maintains a network of relationships to drive referrals for lending opportunities.
• Interacts with clients through final loan approval and closing, ensuring data quality of client and deal information.
• Keeps up-to-date knowledge of lending programs, policies, procedures, and regulatory requirements.

Skills

Client Solutions Advisory

Data Privacy and Protection

Influence

Networking

Attention to Detail

Client Management

Credit Documentation Requirements

Customer and Client Focus

Problem Solving

Conflict Management

Loan Structuring

Referral Management

Education

Bachelor’s Degree in Business or related field

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking an experienced Mortgage Loan Originator to grow a network of referrals for residential lending opportunities with Bank of America Merrill Financial Advisors. You will assess customer financing needs, explain product pricing, and ensure regulatory compliance throughout the process.

The role requires responding to inquiries, interviewing borrowers, and guiding clients through loan structuring and documentation while maintaining data quality and timely closures.