UHNW Mortgage Lending Advisor

Talentify; Stockton (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking a mortgage loan originator in Stockton, CA to develop relationships with Merrill Financial Advisors and generate mortgage lending opportunities. You will respond to inquiries, interview borrowers, determine financing objectives, and advise on policy, while complying with SAFE Act requirements.

Responsibilities include prospecting clients, negotiating terms, ensuring data quality, and guiding deals through final approval and closing, with emphasis on

Qualifications

• Minimum of five years of experience in a loan origination role with ultra-high net worth and affluent clients.
• Proven ability to prospect, generate leads, close business, and meet production goals.
• Strong understanding of credit solutions and mortgage products.
• Experience building client relationships and managing lending processes.
• Knowledge of federal real estate lending regulations.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and prioritize effectively.

Responsibilities

• Prospect and structure lending opportunities, identifying client financial objectives.
• Negotiate terms, prepare documentation, and advise on policies and guidelines.
• Maintain referral network to drive lending opportunities.
• Guide clients through loan approval and closing, ensuring data quality.
• Understand lending programs and regulatory requirements to support business needs.
• Balance multiple tasks in line with bank strategy and priorities.

Tools

Microsoft Office

Job description

Merrill Wealth Management is seeking a mortgage loan originator in Stockton, CA to develop relationships with Merrill Financial Advisors and generate mortgage lending opportunities. You will respond to inquiries, interview borrowers, determine financing objectives, and advise on policy, while complying with SAFE Act requirements.

Responsibilities include prospecting clients, negotiating terms, ensuring data quality, and guiding deals through final approval and closing, with emphasis on