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Residential Real Estate Sales Associate

Newport Beach, California;

Job Description:

The Residential Rest Estate Sr. Sales Associate monitors loan portfolios of Private Bank/Merrill Lynch clients, specific to mortgage products ranging from basic to highly customized arrangements. Possesses a high degree of mortgage knowledge including product, compliance, underwriting, and collateral requirements. Works closely with the Residential Real Estate Specialist, PCAs, PCMs and FAs in structuring and pricing. Interacts directly with clients. Serves as primary contact with client for all necessary follow up and information throughout the loan process. Explores opportunities to further/deepen the client's relationship by leveraging all areas within BAC. Looks for potential cross sell opportunities. Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years), and regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements. 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.

The Residential Real Estate Sales Associate serves as the primary support to the Residential Real Estate Specialist (RRES) assigned to the market. 

highly knowledgeable and trained to interact with private wealth clients, PCA and PCM

Has a thorough knowledge of Mortgage lending programs, policies, procedures and regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements

Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years).

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Residential Rest Estate Sr. Sales Associate monitors loan portfolios of Private Bank/Merrill Lynch clients, specific to mortgage products ranging from basic to highly customized arrangements. Possesses a high degree of mortgage knowledge including product, compliance, underwriting, and collateral requirements. Works closely with the Residential Real Estate Specialist, PCAs, PCMs and FAs in structuring and pricing. Interacts directly with clients. Serves as primary contact with client for all necessary follow up and information throughout the loan process. Explores opportunities to further/deepen the client's relationship by leveraging all areas within BAC. Looks for potential cross sell opportunities. Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years), and regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements. 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.

The Residential Real Estate Sales Associate serves as the primary support to the Residential Real Estate Specialist (RRES) assigned to the market. 

highly knowledgeable and trained to interact with private wealth clients, PCA and PCM

Has a thorough knowledge of Mortgage lending programs, policies, procedures and regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements

Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years).

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22059311

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kathleen Ransdell

Referral Bonus:

0