Senior Associate, Mortgage Banking

Senior Associate, Mortgage Banking

We're seeking a future team member for the role of Mortgage Banking Associate to join our Mortgage Sales and Origination team within BNY Wealth. This role could be located in Pittsburgh, PA; Lake Mary, FL; or Jersey City, NJ or Boston, MA.

In this role, you'll make an impact in the following ways:

• Interact directly with clients and advisors to collect and review all documentation needed for loan processing and underwriting preparation
• Obtain contact and relevant information for appraisals, insurance, and title vesting
• Prepare and send required and timely regulatory disclosures, ensuring compliance with TILA-RESPA and order all third-party services
• Research Source of Wealth and serve as primary contact for KYC team inquiries and submissions
• Manage entries of rate locks, extensions, and concession requests
• Provide sales support to Mortgage Bankers and Wealth/Pershing colleagues regarding regional mortgage pipeline and portfolio loans
• Act as primary internal contact for clients post application, manage Mortgage Bankers' pipeline and ensure smooth file progression from initial contact through closing
• Communicate interim updates to clients, advisors, and colleagues on individual files
• Support and enhance Mortgage Sales team by taking applications, assisting with product selection, reviewing rates, and sourcing new business with existing clients
• Serve as backup to Mortgage Bankers
• Participate in team and client meetings to build relationships with Mortgage team, Client Strategists, Wealth Managers, and clients to improve client experience and increase mortgage production
• Collaborate with marketing, legal, compliance, and other firm-wide teams to ensure risk management and compliance activities related to business development are conducted and documented

To be successful in this role, we're seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required
• 5-7 years of total work experience; experience in mortgage, lending, or private banking is preferred
• The individual should have sales acumen, strong organizational skills, and an aptitude to manage multiple transactions in a fast-paced environment. Incumbent must have an in-depth understanding of the mortgage business
• The applicant should be a strong communicator with a willingness to participate in sales calls, client meetings, and client events
• This role will require an NMLS registration, which is to be obtained upon hiring