Wealth Management Lending Officer
On-site · Dallas, Texas, United States or Frisco, Texas, United States
Job Summary
Wealth Management Lending Officer responsible for developing and maintaining 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. Duties include responding to customer inquiries and referrals, interviewing prospective borrowers, determining financing objectives, advising customers on product/pricing policies and guidelines while maintaining regulatory and compliance requirements, managing the loan origination process through final approval and closing, and sustaining a referral network to drive lending opportunities. The role requires deep knowledge of lending programs and regulatory requirements, strong communication and relationship-management skills, and the ability to collaborate with Merrill advisors to deliver wealth-management solutions to affluent clients.
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
- Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals
- Strong background in the credit solutions, ranging from standard to custom mortgage products and other securities-based lending
- Significant experience building relationships with clients
- Understands processing, underwriting and/or closing procedures
- Working knowledge of federal regulations governing real estate lending
- Bachelor’s Degree in business or related field
- Internal employees who are currently working from home ae still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
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