Residential Lending Specialist - Associate

Deutsche Bank • Jacksonville, FL

2d • $67,000 - $85,000 • Hybrid

About The Position

We are seeking a Residential Lending Specialist to manage the end-to-end process for residential mortgages and home equity lines of credit (HELOCs) within our boutique private banking environment. This is a hands-on role that combines client interaction, application processing, pipeline management, and servicing. The ideal candidate is highly organized, client-focused, and comfortable wearing multiple hats in a fast-paced, relationship-driven setting.

Requirements

• 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

Nice To Haves

• Excellent organizational skills and ability to manage multiple transactions simultaneously
• Exceptional communication and client service skills
• 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

Responsibilities

• Work directly with private bankers and clients to gather information and complete mortgage and HELOC applications; answer client questions and provide guidance on lending products, documentation, and timelines
• Maintain and monitor the lending pipeline to ensure timely progression of applications and track key milestones and proactively follow up with clients and internal teams
• Collect and verify required documentation (income, assets, property details) and coordinate with credit and underwriting teams to ensure accurate and timely decisions
• Prepare and deliver initial and subsequent disclosure packages in compliance with regulatory requirements (TRID, RESPA, etc.)
• Prepare closing packages and liaise with attorneys, title companies, and clients and ensure compliance with regulatory and internal requirements throughout the closing process
• Handle client inquiries related to payments, statements, and account maintenance; manage renewals, modifications, and payoff requests as needed

Benefits

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs
• At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees