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Mortgage Officer(m/w/x)
Structuring mortgage requests for private banking clients, including second-line underwriting defense. 5+ years mortgage lending experience required. Work in a compliance-driven financial setting.
Requirements
- Degree in Finance, Business, or relevant experience
- 5+ years mortgage lending experience
- Understanding of mortgage products and underwriting
- Independent work and multi-tasking skills
- Familiarity with banking regulations and compliance
- Mortgage financing experience in Romandie/Ticino
- Excellent German, English, French, or Italian
Tasks
- Assess and structure mortgage requests for private banking clients
- Analyze loan applications to determine creditworthiness and risk
- Approve mortgage requests within your designated authority
- Act as a second line of defense for underwriting
- Ensure compliance with banking regulations and company policies
- Identify potential risks and recommend mitigation strategies
- Provide feedback on mortgage requests to advisors
- Manage the administrative servicing of approved mortgage limits
- Handle ongoing life-cycle management of mortgage products
- Improve data quality for existing and future positions
- Support process and quality improvements for the advisory interface
- Maintain strong relationships with advisors and real estate teams
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
- Italian – Basic
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Mortgage Officer(m/w/x)
Structuring mortgage requests for private banking clients, including second-line underwriting defense. 5+ years mortgage lending experience required. Work in a compliance-driven financial setting.
Requirements
- Degree in Finance, Business, or relevant experience
- 5+ years mortgage lending experience
- Understanding of mortgage products and underwriting
- Independent work and multi-tasking skills
- Familiarity with banking regulations and compliance
- Mortgage financing experience in Romandie/Ticino
- Excellent German, English, French, or Italian
Tasks
- Assess and structure mortgage requests for private banking clients
- Analyze loan applications to determine creditworthiness and risk
- Approve mortgage requests within your designated authority
- Act as a second line of defense for underwriting
- Ensure compliance with banking regulations and company policies
- Identify potential risks and recommend mitigation strategies
- Provide feedback on mortgage requests to advisors
- Manage the administrative servicing of approved mortgage limits
- Handle ongoing life-cycle management of mortgage products
- Improve data quality for existing and future positions
- Support process and quality improvements for the advisory interface
- Maintain strong relationships with advisors and real estate teams
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
- Italian – Basic
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
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