Mortgage Specialist

Ms Ms

. Serve as the primary point of contact for clients and internal and external business partners, including Financial Advisors, clients, and Private Bankers .

Posted 9/17/2026full-timeDallas • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex mortgage pipelines and client relationships while ensuring compliance with mortgage lending regulations. Proficient in providing exceptional client service and communication throughout the loan process.

Highest-signal resume keywords

Client Relationship ManagementMortgage Loan OriginationCompliance Regulations KnowledgeLoan Pipeline ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Mortgage Products KnowledgeLoan Processing Document ReviewCredit Risk AssessmentTime ManagementProblem Solving

Soft Skills

Interpersonal SkillsConflict ResolutionClient Satisfaction Focus

Tools & Technologies

MS Office SuiteNMLS Registration

Certifications & Qualifications

High School Diploma or EquivalentEligible for FDIC Employment

Industry Keywords

Consumer Mortgage LendingRESPATRIDFair LendingPrivate Banking

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients and internal and external business partners, including Financial Advisors, clients, and Private Bankers
Listen to client needs, understand loan transactions, manage expectations, and provide transparent communication and timely updates throughout the mortgage loan process
Act as the initial escalation point for loans in process and provide alternative solutions
De-escalate situations and determine when further escalation is necessary
Manage and oversee the loan pipeline to ensure all loans progress according to established expectations
Request, review, and validate loan processing documents, including income, credit, appraisal, insurance, and title documents
Coordinate with processing, underwriting, credit risk, and other internal and external partners to complete fulfillment and ensure timely closings
Review and recommend solutions regarding credit risk for high-net-worth clients with complex income, asset, and vesting scenarios
Obtain documents to satisfy underwriting approval conditions and support product/pricing negotiations
Provide feedback on client experience enhancements and process efficiencies
Achieve high levels of Client and Financial Advisor satisfaction
Proactively manage loan escalations to ensure timely resolution and an enhanced client experience

Requirements

What you’ll need

Established track record of developing and maintaining Client relationships
Proven track record of meeting individual and organizational loan production goals while maintaining a large client base
High school diploma or equivalent required
Eligible for employment with an FDIC-insured institution
Able to register with the Nationwide Mortgage Licensing System & Registry (NMLS) as a mortgage loan originator
Extensive knowledge of mortgage products and client service experience
In-depth knowledge of compliance regulations and laws governing consumer mortgage lending, including fair lending, privacy, RESPA, and TRID
Strong written and verbal communication and interpersonal skills
Ability to manage time, prioritize, and plan accordingly
Proficient with MS Office, including Word, Excel, Outlook, and PowerPoint
Ability to manage complex mortgage pipelines, including Core, Complex (>$2M), Unique (Entity), Employee, UHNW, and PWM Channel Loans

Benefits

Comp & perks

Comprehensive employee benefits and perks
Support for employees and their families throughout their work-life journey
Opportunities for internal mobility across the business