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UBS Financial Services Private Mortgage Banker in Jacksonville, Florida

Private Mortgage Banker

United States - Florida

Product Management and Development

Global Wealth Management

Job Reference #:




Job Type:

Full Time

Your role:

Do you know mortgage products back to front? Are you well-known for your ability to solve client liability management needs? We’re looking for someone like that who can:

– function as a single point of contact to clients and financial advisors throughout the loan process from end to end

– coordinate all stages of the loan process with third parties like realtors, developers and accountants

– support financial advisors’ efforts to broaden their existing client relationships through additional products and services (also developing relationships for your own referrals)

– work with field sales to develop comprehensive strategies for the region

– proactively manage loan escalations as needed to ensure timely resolution, detailed communication and effective review analysis

Your team:

You’ll be working as part of the Mortgage Banking team. We provide mortgage origination services to UBS AG Wealth Management clients, enabling them to finance the purchase of residential real property and/or refinance existing mortgages secured by residential real property. Mortgage Bankers seek to develop, maintain and grow business relationships with UBS Senior/Wealth Management Bankers, UBS Financial Advisors and their clients

Your expertise:

You have:

– a university degree or equivalent experience

– several years' experience as a loan officer or experience originating loans for high net worth clientele in a private banking environment

– the proven ability to meet individual as well as organization goals, achieve high net promoter scores and operate with minimal direction and oversight

You are:

– an outstanding communicator with sharp analytical skills

– willing to work overtime as needed (but you have superior time management skills)


About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Disclaimer / Policy Statements:

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.