UBS

Private Mortgage Banker

UBS • $85K — $100K *
Plano, TX 75025In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Strong understanding of mortgage products
  • 5+ years experience as a loan officer or in Private Banking
  • Ability to meet both individual and organizational goals
  • Excellent written, verbal, and analytical skills
  • Experience in relationship management and development
  • Strong time management and multitasking ability
  • Series 7 & 66 licenses required or to be obtained during probation
  • Bachelor's degree or equivalent experience

Responsibilities

  • Provide expert advice and solutions for client liability management needs
  • Own and enhance the client experience in line with UBS values
  • Build relationships with Financial Advisors for ongoing referral business
  • Collaborate with UBS Banking Solutions Consultants to develop strategies
  • Ensure seamless mortgage origination and processing services
  • Act as a single contact throughout the loan process
  • Manage loan leads and escalations to improve conversion rates

Benefits

  • Opportunity to work within a prestigious financial institution
  • Support for professional licensing and development
  • Collaborative environment with Financial Advisors and teams
  • In-depth exposure to high-net-worth client services
  • Potential for personal growth through complex client relationships
Full Job Description
Private Mortgage Banker

About UBS

UBS Group AG is a Swiss multinational investment bank and financial services company founded in 1862 and headquartered in Zurich, Switzerland. UBS is one of the largest and most respected financial institutions in the world, with a presence in over 50 countries. The company offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and retail banking. UBS is committed to providing its clients with innovative and effective financial solutions that meet their unique needs and goals.
Learn more about UBS
Size
71,697 employees
Market Cap
$64.8 billion
Industry
Finance & Insurance
Founded
1854
5 Year Trend
-6.5%
NASDAQ
UBS
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at UBS

More Finance & Insurance Jobs

Find similar Private Mortgage Banker jobs:

NationwidePlano, TX