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

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in residential real estate financing solutions for ultra-high-net-worth clients, with strong credit and underwriting skills, deep mortgage product knowledge, and the ability to navigate GWIM custom mortgage guidelines. Proven ability to manage client relationships, facilitate product structuring, 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

Credit And Risk AssessmentLoan StructuringFinancial AnalysisProcess Improvement ExpertiseResource Planning

Soft Skills

Excellent Written And Verbal Communication SkillsStrong Organization And Attention To DetailStrong Relationship Management SkillsStrategic And Critical ThinkingAbility To Handle Multiple Projects

Certifications & Qualifications

SAFE Act RegistrationFederal Registry Registration

Industry Keywords

Residential Real Estate FinancingGWIM Custom Mortgage GuidelinesClient Experience BrandingCustomer And Client FocusIssue Management

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
Facilitate product structuring and pricing aligned with clients’ overall financial objectives
Work with clients and client teams to obtain required financial documentation
Partner with internal product teams to ensure a smooth process
Communicate consistently with clients and client teams throughout the process
Act as product champion by communicating product, policy, 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, understanding 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, federal registry registration, background check, and maintaining good standing
Excellent written and verbal communication skills
Strategic and critical thinking
Experience with resource planning
Process improvement expertise
Ability to handle multiple projects and adjust to a changing environment
Ability to work in a fast-paced environment, under pressure and with confidentiality
Strong organization and attention to detail
Strong relationship management skills
Ability to assume a leadership role in resolving issues and driving solutions with minimal direction
Client Experience Branding, Customer and Client Focus, Loan Structuring, Client Management, Consulting, Credit and Risk Assessment, Financial Analysis, Issue Management, Attention to Detail, Collaboration, Executive Presence, Presentation Skills, Prioritization

Benefits

Comp & perks

Discretionary incentive eligible; participation in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support to employees
Flexible work arrangements depending on the role