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Senior Residential Real Estate Sales Associate, Private Bank
Bank of America. Monitor loan portfolios of Private Bank/Merrill Lynch clients for mortgage products ranging from basic to highly customized arrangements .
Posted 9/17/2026full-timeNewport Beach • California • United StatesSenior💰 $87,100 - $138,400 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of residential mortgage products and compliance with Federal and State regulations, including HMDA requirements. Proven ability to manage client relationships and identify cross-sell opportunities within the high-net-worth segment.
Highest-signal resume keywords
Residential Mortgage ExperienceCompliance KnowledgeSAFE Act RegistrationClient ManagementFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage KnowledgeUnderwritingCollateral RequirementsCredit Documentation RequirementsPipeline Management
Soft Skills
Attention to DetailCollaborationOral CommunicationsProblem SolvingPrioritization
Certifications & Qualifications
SAFE Act Registration
Industry Keywords
High-Net-WorthHMDA ComplianceFederal Compliance PoliciesState Compliance PoliciesClient Experience Branding
About the role
Key responsibilities & impact- Monitor loan portfolios of Private Bank/Merrill Lynch clients for mortgage products ranging from basic to highly customized arrangements
- Work closely with Residential Real Estate Specialists, PCAs, PCMs, and FAs on structuring and pricing
- Interact directly with clients
- Serve as the primary client contact for follow-up and information throughout the loan process
- Explore opportunities to deepen client relationships by leveraging areas within Bank of America
- Identify potential cross-sell opportunities
- Comply with Federal and State compliance policies and HMDA requirements
- Register with the federal SAFE Act registry system and remain in good standing
- Submit to the required SAFE Act background check
Requirements
What you’ll need- Previous residential mortgage/HELOC experience in the high-net-worth (HNW) arena required
- Minimum 4–10 years of experience
- High degree of mortgage knowledge, including products, compliance, underwriting, and collateral requirements
- Compliance with Federal and State policies and HMDA requirements
- SAFE Act registration and maintaining good standing
- Required SAFE Act background check
- High School Diploma / GED / Secondary School or equivalent
- Ability to work 40 hours per week on 1st shift
- Attention to Detail
- Client Experience Branding
- Collaboration
- Interpret Relevant Laws, Rules, and Regulations
- Pipeline Management
- Account Management
- Credit Documentation Requirements
- Customer and Client Focus
- Oral Communications
- Prioritization
- Client Management
- Financial Analysis
- Issue Management
- Problem Solving
- Recording/Organizing Information
Benefits
Comp & perks- Inclusive workplace and culture of caring
- Opportunities to learn, grow, and build a career
- Support for physical, emotional, and financial wellness
- Affordable, competitive, and flexible benefits
- Annual discretionary incentive plan eligibility
- Benefits eligibility
- Paid time off
- Resources and support to make an impact and contribute to sustainable business and community growth