Monday , March 20 2023

MUFG Careers 2023 – Private Mortgage Banker, AVP

Website Union Bank

Job Description:

We’re seeking a Private Mortgage Banker who will be responsible for originating conventional residential real estate loans and growing the customer base for the private bank. To do so, you will need to contact potential or existing customers to develop new and existing business.


Job Responsibilities:

  • Negotiate terms and conditions of loans with mortgagors.
  • Deepen customers’ relationships with the bank, by working with Private Bankers, Private
  • Wealth Advisors and Senior Financial Advisors.
  • Work with Bank partners to provide full service and present all products to current and potential customers.
  • Solicit residential first mortgages through contacts with realtors, builders, and developers, focused on affluent borrowers.
  • Stay on top of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to private insured mortgages.
  • Interview applicants discover information about their needs, desires, and earnings to decide whether the loan will be an acceptable risk.
  • Provide coaching to Private Bankers and work together on strategic plans to acquire new customers.

Job Requirements:

  • Ability to introduce Private Bank team members to self-sourced clients and assist in growing relationships.
  • High school diploma or G.E.D.
  • Understanding of advanced tax analysis and Bank guidelines and how to apply them in various situations.
  • Excellent sales, communication, and customer service skills
  • 3+ years’ experience in residential real estate
  • Ability to think creatively and find unique solutions that may apply to high net-worth clients.

Job Details:

Company: Union Bank

Vacancy Type: Full Time

Job Location: San Jose, CA, US

Application Deadline: N/A

Apply Here