Wealth Management Lending Officer
On-site · Plano, Texas, United States or Chandler, Arizona, United States
Job Summary
Develop and maintain a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Responsibilities include responding to customer inquiries and referrals, interviewing prospective borrowers, determining financing objectives, advising on product/pricing policies and guidelines, and ensuring regulatory and SAFE Act compliance. The role may involve residential mortgage loan origination activities, negotiating lending terms, preparing deal justifications, and guiding clients through the loan approval and closing process while maintaining data quality and staying informed about lending programs and regulatory requirements. Strong emphasis on prospecting, relationship-building with clients, and collaborating with wealth management advisors to drive lending opportunities.
Required Qualifications
- Minimum of five years of experience in a loan origination role with significant experience working with ultra-high net worth and affluent client base
- Bachelor’s Degree in business or related field
- Strong communicator, both verbally and in writing
- Understanding of processing, underwriting and/or closing procedures
- Working knowledge of federal regulations governing real estate lending
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