Wealth Management Mortgage Advisor for UHNW Clients

Bank of America; Chagrin Falls (OH); On-site; USD 85,000 - 130,000; Full time

Job summary

Bank of America Merrill Financial Advisors seeks a seasoned loan originator to build a network that yields mortgage lending referrals. You will respond to inquiries, interview borrowers, and advise on product policies, while maintaining SAFE Act compliance.

You will manage client relationships through loan approval and closing, ensuring data quality and adherence to regulatory requirements. This role emphasizes in-office collaboration and structured office attendance.

Qualifications

• Minimum five years in a loan origination role with ultra-high net worth and affluent clients.
• Proven track record of prospecting, generating leads and closing loans.
• Strong knowledge of credit solutions and mortgage products.
• Experience building client relationships and guiding lending decisions.
• Understanding of processing, underwriting, and closing procedures.

Responsibilities

• Develop and maintain a network to generate referrals for mortgage lending opportunities.
• Negotiate lending terms and prepare documentation.
• Drive business referrals by maintaining client relationships.
• Guide clients through loan approvals and closings and ensure data quality.

Skills

Client Solutions Advisory

Networking

Attention to Detail

Credit Documentation

Customer Focus

Problem Solving

Active Listening

Loan Structuring

Referral Management

Education

High School Diploma

Tools

Microsoft Office

Laptop/Tech Use

Job description

Bank of America Merrill Financial Advisors seeks a seasoned loan originator to build a network that yields mortgage lending referrals. You will respond to inquiries, interview borrowers, and advise on product policies, while maintaining SAFE Act compliance.

You will manage client relationships through loan approval and closing, ensuring data quality and adherence to regulatory requirements. This role emphasizes in-office collaboration and structured office attendance.