Key responsibilities
Do you know residential mortgage processing in and out? Are you well-known to be detailed, an avid communicator, problem solver, quality minded individual and deliver exceptional service? We’re looking for someone like that who can:
• order, follow-up, and review 3rd party items such as homeowners insurance, title commitment, tax transcript, fraud report, verification of rent/mortgage, compliance report, subordinations, etc
• support Private Mortgage Bankers throughout the processing transaction including daily communication, expectation setting, and status updates
• 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 to ensure timely resolution, detailed communication and effective review analysis
• efficiently manage a high-touch pipeline while providing excellent client satisfaction
The 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 skills and experience
• university degree as minimum qualification
• 2 - 8 years' experience as a loan coordinator/processor, preferred experience with high net worth clientele in a private banking environment
• knowledge of mortgage underwriting processes and guidelines
• a high degree of self-discipline to meet deadlines and work under pressure, experience working in a fast paced, high volume, customer focused workplace
• proven ability to meet individual as well as organization goals and operate with minimal direction and oversight
• previous Encompass experience preferred
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with p