What are the responsibilities and job description for the Private Mortgage Banker position at UBS?
United States - Florida, United States - Texas
Product Management and Development
Global Wealth Management
Job Reference #
256275BR
City
Jacksonville, Plano
Job Type
Full Time
Your role
Do you know mortgage products back to front? Are you well-known for your ability to solve client liability management needs? We’re looking for someone like that who can:
- function as a single point of contact to clients and financial advisors throughout the loan process from end to end
- coordinate all stages of the loan process with third parties like realtors, developers and accountants
- support financial advisors’ efforts to broaden their existing client relationships through additional products and services (also developing relationships for your own referrals)
- work with field sales to develop comprehensive strategies for the region
- proactively manage loan escalations as needed to ensure timely resolution, detailed communication and effective review analysis
Your team
You’ll be working as part of the Mortgage Banking team. We provide mortgage origination services to UBS Wealth Management clients, enabling them to finance the purchase of residential real property and/or refinance existing mortgages secured by residential real property. Mortgage Bankers seek to develop, maintain and grow business relationships with UBS Senior/Wealth Management Bankers, UBS Financial Advisors and their clients.
Your expertise
- a university degree or equivalent experience
- several years' experience as a loan officer or experience originating loans for high net worth clientele in a private banking environment
- the proven ability to meet individual as well as organization goals, achieve high net promoter scores and operate with minimal direction and oversight
- an outstanding communicator with sharp analytical skills
- willing to work overtime as needed
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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