Wealth Management Lending Officer

Wealth Management Lending Officer responsible for developing and maintaining a network of referrals to generate mortgage lending opportunities from Merrill Financial Advisors, respond to inquiries, interview prospective borrowers, determine financing objectives, and advise on product policies while maintaining regulatory compliance. Role involves prospecting and closing residential mortgage loans, managing client relationships, and guiding loan structuring, documentation, and closing processes. Requires knowledge of lending programs, regulatory requirements, and SAFE Act registration; Series 7/63 licensing may be maintained permissively. Strong communication, relationship-building with ultra-high net worth and affluent clients, and the ability to coordinate with advisory teams and lending partners to drive referral-based business. Internal guidance emphasizes in-office attendance with flexibility based on role-specific considerations. Location-based office presence in Charlotte, Spartanburg, or Greenville, NC/SC with on-site requirements; no explicit remote option indicated.