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Residential Lending Specialist
Residential Lending Specialist
Residential Lending Specialist
Residential Lending Specialist
Residential Lending Specialist
Job Details

Residential Lending Specialist

Job Summary

  • Company: A Financial Services company
  • Location: New York, New York (New York, New York)
  • Compensation: Open

Job Description

Residential Lending Specialist will originate, underwrite, document and close residential mortgage loans.

- Face clients to describe and sell PWM’s residential mortgage product.
- Originate residential mortgage loans with qualified clients.
- Collect information required for underwriting residential mortgage loans.
- Underwrite loans and seek credit approvals and funding sources.
- Document loans and comply with regulatory requirements for disclosure.
- Close the loan, coordinating with external counsel.
- Maintain ongoing relationship with the borrower, to the extent that either DB or the borrower have information or documentation needs, insurance premium renewals, payment questions, etc.
- Bachelor’s degree in Economics, Finance, Accounting, Business Administration or related field.
- 7 + year’s of banking, finance industry or legal experience with focus on high end residential mortgage clientele.
- General knowledge of credit analysis, residential mortgage regulations and related processes.
- Ability to work with financial statements and complex tax returns.
- Strong qualitative and quantitative skills.
- Ability to juggle multiple tasks simultaneously and prioritize time sensitive tasks in an efficient manner.
- Ability to work effectively without supervision.
- Strong aptitude to learn new concepts & models.
- Positive and effective sales approach.

Additional Skills & Experience:
- Drive and enthusiasm to succeed and contribute to a team environment. Desire to succeed in growing a major plank in the business strategy for PWM-Americas.
- Solid interpersonal skills and common sense.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Proficient in Bloomberg
- Lotus Notes a plus

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