Do you know mortgage products back to front? Are you well-known for your ability to solve client liability management needs? We’re looking for someone like that who can:

– function as a single point of contact to clients and financial advisors throughout the loan process from end to end
– coordinate all stages of the loan process with third parties like realtors, developers and accountants
– support financial advisors’ efforts to broaden their existing client relationships through additional products and services (also developing relationships for your own referrals)
– work with field sales to develop comprehensive strategies for the region
– proactively manage loan escalations as needed to ensure timely resolution, detailed communication and effective review analysis

Job Reference #

320925BR

City

Dallas, Jacksonville, Plano

Job Type

Full Time

Your team

You’ll be working as part of the Mortgage Banking team. We provide mortgage origination services to UBS Wealth Management clients, enabling them to finance the purchase of residential real property and/or refinance existing mortgages secured by residential real property. Mortgage Bankers seek to develop, maintain and grow business relationships with UBS Senior/Wealth Management Bankers, UBS Financial Advisors and their clients.

Your expertise

You have:
– a university degree or equivalent experience
– ideally 5+ years' experience as a loan officer or experience originating loans for high net worth clientele in a private banking environment
– the proven ability to meet individual as well as organization goals, achieve high net promoter scores and operate with minimal direction and oversight

You are:
– an outstanding communicator with sharp analytical skills
– willing to work overtime as needed (but you have superior time management skills)

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.