Residential Real Estate Specialist
About The Position
The Residential Real Estate Specialist (RRES) is the primary source of expertise for ultra-high-net-worth (UHNW) clients seeking financing solutions for complex residential real estate needs. Working with the client team, the specialist develops product structures and pricing that support clients’ overall financial objectives and helps obtain the required financial documentation. The RRES partners with product colleagues to facilitate a smooth process and communicates consistently with clients and their teams throughout it. The specialist serves as a product champion, sharing product, policy, and program enhancements with client managers and advisors. The role requires strong credit and underwriting skills, deep mortgage product knowledge, and the ability to work within GWIM custom mortgage guidelines. The RRES is also expected to understand real estate values and trends in their geographic market and how to position solutions against competitors. This position is subject to SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check and registration process. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.
Requirements
- At least 10 years of experience in sales or underwriting within the residential real estate wealth management business.
- High school diploma, GED, secondary school, or equivalent.
- SAFE Act registration and maintenance of good standing, including the required background check and registration process.
- Excellent written and verbal communication skills.
- Strategic and critical-thinking abilities.
- Experience with resource planning.
- Process improvement expertise.
- Ability to manage multiple projects and adapt to a changing environment.
- Ability to work in a fast-paced environment and under pressure while maintaining confidentiality.
- Strong organization and attention to detail.
- Strong relationship management skills, including building and maintaining relationships across diverse constituents.
- Resourcefulness and the ability to take a leadership role in resolving issues and driving solutions with minimal direction.
Nice To Haves
- Experience with the high-net-worth or ultra-high-net-worth segment (10+ years desired).
- Bachelor’s degree preferred.
Responsibilities
- Provide expertise and financing solutions for UHNW clients’ complex residential real estate needs.
- Work with client teams to structure and price products in line with clients’ overall financial objectives.
- Work with clients and client teams to obtain necessary financial documentation.
- Partner with product colleagues to support a smooth process and communicate consistently with clients and their teams.
- Communicate product, policy, and program enhancements to client managers and advisors.
- Apply credit and underwriting skills, mortgage product knowledge, and GWIM custom mortgage guidelines.
- Serve as a market expert by understanding geographic market values and trends and positioning solutions against competitors.
Benefits
- Competitive benefits supporting physical, emotional, and financial well-being.
- Paid time off.
- Access to employee resources and support.
- Eligible to participate in the annual discretionary incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
