B

Bank of America

Runs a US consumer bank, brokerage and investment bank

Residential Real Estate Senior Sales Associate - Private Bank

Retail & Commercial BankingPosted on Nov 13
Full-time

About the Job

Requirements

  • Previous residential mortgage or home equity line of credit experience in the high-net-worth arena, with a minimum of 4–10 years of experience.
  • A high degree of mortgage knowledge, including mortgage products, compliance, underwriting, and collateral requirements.
  • Compliance with federal and state policies and Home Mortgage Disclosure Act requirements, demonstrating professional ethics.
  • Ability to obtain and maintain SAFE Act registration and pass the required SAFE Act background check.
  • High school diploma, GED, secondary school credential, or equivalent.
  • Ability to meet SAFE Act registration requirements for employees engaged in residential mortgage loan originations.

Responsibilities

  • Monitor Private Bank and Merrill Lynch clients' loan portfolios for mortgage products ranging from basic to highly customized arrangements.
  • Work closely with Residential Real Estate Specialists, Private Client Advisors, Private Client Managers, and Financial Advisors in structuring and pricing loans.
  • Interact directly with clients and serve as their primary contact for follow-up and information throughout the loan process.
  • Explore opportunities to deepen client relationships by leveraging areas across Bank of America.
  • Identify potential cross-sell opportunities.

Desired Qualifications

  • Participate in the annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance and contributions, and overall company success.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

Recently Posted Jobs

Explore more opportunities at Bank of America

See more jobs