Your role
Do you know mortgage processing in and out? Are you well-known to be detailed, an over communicator, problem solver, quality-minded individual, and deliver exceptional service? We're looking for someone like that who can:
* support Private Mortgage Bankers throughout the processing transaction of a mortgage loan including, daily communication, expectation setting, and status updates
* audit conditions to ensure accuracy prior to submission to Underwriting
* coordinate with Private Mortgage Banker and Underwriting to provide solutions for complex transactions
* partner with Closing Specialist to schedule and gather needed items for closing documents proactively manage loan escalations as needed to ensure timely resolution, detailed communication, and effective review analysis
* efficiently manage a high-touch pipeline while providing excellent client satisfaction
Your team
You'll be working as part of the Mortgage Fulfillment team. We provide mortgage fulfillment services to Private Mortgage Bankers, enabling them to assist UBS AG Wealth Management clients with the financing of residential real property.
Your expertise
* a university degree or equivalent experience
5+ years experience as a loan coordinator/processor, preferred experience with high net worth clientele in a private banking environment
* knowledge of mortgage underwriting guidelines
* the proven ability to meet individual as well as organization goals, achieve high client satisfaction scores, and operate with minimal direction and oversight
* previous Encompass system experience preferred
* an outstanding communicator with sharp analytical skills
* willing to work flexible schedules as needed