Residential Real Estate Specialist

Bank of America

. Serve as the primary source of expertise for ultra-high-net-worth clients seeking residential real estate financing solutions .

Posted 11/12/2026full-timeUnited StatesSeniorLead💰 $145,000 - $215,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in residential real estate financing solutions for ultra-high-net-worth clients, with strong credit and underwriting skills aligned with GWIM custom mortgage guidelines. Proven ability to manage relationships, communicate effectively, and drive process improvements in a fast-paced environment.

Highest-signal resume keywords

10+ Years Experience In Sales/UnderwritingHigh Net Worth/Ultra High Worth Segment ExpertiseStrong Credit/Underwriting SkillsDeep Mortgage Product KnowledgeSAFE Act Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales UnderwritingCredit ExpertiseMortgage Product KnowledgeResource PlanningProcess Improvement

Soft Skills

Excellent Communication SkillsStrategic ThinkingRelationship ManagementHighly OrganizedDetail Oriented

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Residential Real Estate FinancingUltra High Net Worth ClientsGWIM Custom Mortgage GuidelinesMarket ValuesCompetitive Positioning

About the role

Key responsibilities & impact

Serve as the primary source of expertise for ultra-high-net-worth clients seeking residential real estate financing solutions
Work with client teams to structure and price products aligned with clients’ overall financial objectives
Obtain required financial documentation from clients and client teams
Coordinate with product partners to ensure a smooth process
Communicate consistently with clients and client teams throughout the process
Champion residential real estate products, policies, and program enhancements to client managers and advisors
Apply credit and underwriting expertise and mortgage product knowledge within GWIM custom mortgage guidelines
Serve as the market expert for the assigned geographic market, including market values, trends, and competitive positioning

Requirements

What you’ll need

Minimum 10 years of experience in sales/underwriting within the residential real estate wealth management business
10+ years’ experience with High net worth/Ultra high worth segment
High School Diploma / GED / Secondary School or equivalent
Strong credit/underwriting skills
Deep mortgage product knowledge
Ability to work within GWIM custom mortgage guidelines
SAFE Act registration and maintenance of good standing
Required SAFE Act background check and registration process
Excellent written and verbal communication skills
Strategic and critical thinking
Experience with resource planning
Process improvement expertise
Ability to handle multiple projects and adapt to a changing environment
Ability to work in a fast-paced environment, under pressure, with confidentiality
Highly organized and detail oriented
Strong relationship management skills
Ability to assume a leadership role in resolving issues and driving solutions with minimal direction
Bachelor's degree preferred

Benefits

Comp & perks

Competitive benefits supporting physical, emotional, and financial well-being
Opportunities to learn, grow and make an impact
Paid time off
Resources and support to contribute to business and community impact
Annual discretionary incentive award eligibility based on individual, line of business/group, and Company performance