Residential Lending Specialist - Associate
$67,000–$85,000 year
Hybrid · Jacksonville, Florida, United States
Job Summary
Manage the end-to-end process for residential mortgages and home equity lines of credit (HELOCs) in a private banking environment. Responsibilities include working with private bankers and clients on applications, maintaining the lending pipeline, collecting and verifying documentation, preparing disclosure and closing packages, and managing client inquiries. Candidates must have a strong knowledge of mortgage regulations, proven processing experience, a bachelor’s degree, and an active MLO registration.
Required Qualifications
- Strong knowledge of mortgage regulations, documentation, and closing procedures
- Proven experience in residential mortgage and HELOC processing, preferably in private banking or boutique lending
- Bachelor’s degree in Finance, Business, or related field
- Proficiency in Microsoft Excel and loan origination systems
- Active Mortgage Loan Originator (MLO) registration required under the SAFE Act
Desired Qualifications
- Experience with high-net-worth clients and complex income structures
- Familiarity with compliance requirements (TRID, RESPA, etc.)
- Ability to work independently and take ownership of the entire lending process
Additional Requirements
- Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
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