Residential Real Estate Specialist
About The Position
The Residential Real Estate Specialist (RRES) is the primary source of expertise for UHNW clients to deliver solutions for their complex and unique needs in financing residential real estate. Working in concert with the client team to ensure a holistic approach, the RRES facilitates structure and pricing of the product(s) that best fits the clients overall financial objectives. In addition, he/she works with the client and client team to obtain all financial documentation necessary. The RRES works closely with his/her partners within the product to ensure a smooth process, while communicating effectively and consistently with the client and client team throughout the process. The RRES serves as the product champion, communicating product, policy and program enhancements to client managers/advisors. He/she must demonstrate strong credit/underwriting skills with a deep level of mortgage product knowledge, and an ability to work within GWIM custom mortgage guidelines. The RRES has a minimum of 10 years experience in sales/underwriting within the residential real estate wealth management business. He/she is the market expert in his/her geographic market, understanding market values and trends, as well as how to sell against the competition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Requirements
- Minimum of 10 years experience in sales/underwriting within the residential real estate wealth management business.
- 10+ years’ experience with High net worth/Ultra high worth segment.
- Excellent written and verbal communication skills.
- Strategic, critical thinker.
- Experience with resource planning.
- Process improvement expertise.
- Self-starter who can handle multiple projects and adjust to a changing environment.
- Proven ability to work in a fast-paced environment, under pressure with confidentiality.
- Highly organized and detail oriented.
- Strong relationship management skills; proactively building and maintaining relationships across a variety of constituents.
- Resourceful with proven ability to assume a leadership role in resolving issues and driving solutions with minimal direction – operates well in the gray.
- Client Experience Branding
- Customer and Client Focus
- Loan Structuring
- Client Management
- Consulting
- Credit and Risk Assessment
- Financial Analysis
- Issue Management
- Attention to Detail
- Collaboration
- Executive Presence
- Presentation Skills
- Prioritization
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- Bachelor's degree Preferred
Responsibilities
- Deliver solutions for complex and unique needs in financing residential real estate for UHNW clients.
- Facilitate structure and pricing of products that best fit clients' overall financial objectives.
- Work with the client and client team to obtain all necessary financial documentation.
- Ensure a smooth process by working closely with product partners.
- Communicate effectively and consistently with the client and client team throughout the process.
- Serve as the product champion, communicating product, policy, and program enhancements to client managers/advisors.
- Demonstrate strong credit/underwriting skills with deep mortgage product knowledge.
- Work within GWIM custom mortgage guidelines.
- Act as the market expert in the geographic market, understanding market values and trends, and how to sell against the competition.
- Register with the federal registry system as required by the SAFE Act and remain in good standing.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
- Discretionary incentive eligible
- Annual discretionary award based on individual performance, line of business performance, and overall company success.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
