Senior Sales Associate, Residential Real Estate
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California • Illinois • United States
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Salary
💰 $87,000 - $138,000 per year
Job Level
About the role
- 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.
Requirements
- Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years)
- Regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements.
- Attention to Detail
- Client Experience
- Branding
- Collaboration
- Interpret Relevant Laws, Rules, and Regulations
- Pipeline Management
- Account Management
- Credit Documentation Requirements
- Customer and Client Focus
- Oral Communications
- Prioritization
- Client Management
- Financial Analysis
- Issue Management
- Problem Solving
- Recording/Organizing Information
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits,
- access to paid time off,
- resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage knowledgecomplianceunderwritingcollateral requirementspipeline managementcredit documentationfinancial analysis
Soft skills
attention to detailclient experiencecollaborationoral communicationsprioritizationproblem solvingissue management