Overview In this role you serve as the client-facing expert coordinating the end-to-end mortgage process for Private Wealth Management clients. You collaborate with clients, advisors, and lenders to ensure timely, accurate closings and proactive risk mitigation. You act as a process advocate, guiding the transaction from origination through funding and closing. This position offers a high-touch, cross-functional environment where your impact helps deliver a seamless mortgage experience aligned with the firm's wealth strategy.
Responsibilities- Serve as a primary point of contact for clients and advisors throughout the mortgage lifecycle
- Provide subject-matter guidance to manage origination and closing end-to-end
- Coordinate with lenders to set and manage client expectations
- Participate in weekly pipeline reviews with lenders and processing partners
- Identify risks and bottlenecks and implement solutions to meet milestones
- Coordinate internal workflows and vendor deliverables
- Manage late-stage closing activities including Closing Disclosure, funding, document delivery, and logistics
Key requirements- 2+ years in financial services, preferably mortgage lending, private banking, or commercial banking
- Experience supporting jumbo residential mortgages preferred
- Strong client-facing experience in a high-service environment
- Knowledge of mortgage credit standards; private bank lending experience a plus
- Strong organization and project management skills
- Excellent written and verbal communication
- Self-motivated, detail-oriented, able to work in a fast-paced environment
- Proven ability to manage multiple transactions and meet deadlines
- client-focused communication
- attention to detail
- self-motivation
- mortgage origination and closing processes
- pipeline management
- closing logistics
