Private Mortgage Banker

Key Competencies and Responsibilities

• Provide expert advice, counsel and solution creation to solve client liability management needs.
• Own the client experience and ensure it aligns with UBS Bank USA's core value proposition.
• Build relationships with Financial Advisors and their teams to generate direct referral business.
• Work closely with UBS Banking Solutions Consultants to develop comprehensive strategies tailored to regional growth targets and market strategies.
• Develop trust and deepen relationships by providing seamless mortgage origination and processing services, ensuring client objectives are met.
• Manage active leads and loans to increase conversion rates and profitability.
• Proactively manage loan escalations and participate in review post-mortem to ensure ongoing process improvement.
• Strengthen client retention by delivering an outstanding client experience.
• Discuss and deliver solutions and referrals of UBS Bank USA offerings provided by other UBS groups and business divisions.

Activities

• Function as a single point of contact for clients and financial advisors throughout the loan process.
• Manage active leads and loans to increase conversion rates.
• Proactively manage loan escalations to ensure timely resolution and ongoing process improvement.
• Strengthen client retention by delivering an outstanding client experience.
• Discuss and deliver solutions and referrals of UBS Bank USA offerings provided by other UBS groups and business divisions.

Your Team

• Provide mortgage origination services to UBS AG Wealth Management clients.
• Coordinate all stages of the loan process with third parties including realtors, home builders/developers, real estate attorneys, accountants, etc.
• Develop, maintain, and grow business relationships with UBS Banking Solutions Consultants, UBS Financial Advisors, and their clients.
• Support financial advisors' efforts to broaden their existing client relationships via additional products and services.

Expertise

• Strong understanding/knowledge of mortgage products.
• Experience originating loans for high net worth clientele in a Private Banking environment (ideally 5+ years).
• Proven ability to meet individual and organizational goals, achieve high net promoter scores, and operate with minimal direction and oversight.
• Outstanding written, verbal, and analytical skills.
• Relationship management and development experience.
• Superior time management skills and ability to multi-task.
• Willingness and ability to work overtime as needed.
• Limited travel may be required based on business needs.
• Series 7 & 66 licenses required or must be obtained during employment probationary period.
• Bachelor's degree or equivalent experience.

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Join Us

We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow, and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently.

Disclaimers and Policies

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.