Wealth Management Mortgage Specialist

Bank of America; Charlotte (NC); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Bank of America Merrill Wealth Management seeks a Mortgage Lending Specialist to develop and maintain a network of referrals for residential loan opportunities. The role involves engaging with Merrill Financial Advisors, interviewing prospective borrowers, and advising on financing options while complying with SAFE Act requirements.

The candidate will manage client relationships from prospecting to closing, coordinate with underwriting, and stay aligned with lending policies and regulatory

Formación

• Experience in loan origination or wealth/loan advisory
• Understanding of lending policies and documentation
• Knowledge of regulatory requirements for real estate lending

Responsabilidades

• Prospect and manage a network of referrals for mortgage lending opportunities
• Negotiate loan terms and prepare deal documentation in line with policies
• Maintain and grow a referral network to drive lending opportunities
• Guide clients through loan approval and closing processes; ensure data quality
• Understand lending programs and regulatory requirements; support advisor teams
• Balance multiple tasks and priorities to align with bank strategy

Conocimientos

Client Solutions Advisory

Data Privacy

Influence

Networking

Attention to Detail

Client Management

Credit Documentation

Customer Focus

Problem Solving

Conflict Management

Loan Structuring

Referral Management

Educación

High School Diploma or GED

Descripción del empleo

Bank of America Merrill Wealth Management seeks a Mortgage Lending Specialist to develop and maintain a network of referrals for residential loan opportunities. The role involves engaging with Merrill Financial Advisors, interviewing prospective borrowers, and advising on financing options while complying with SAFE Act requirements.

The candidate will manage client relationships from prospecting to closing, coordinate with underwriting, and stay aligned with lending policies and regulatory