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Senior Mortgage Officer - IPRE(m/w/x)
Structuring and approving mortgage transactions for IPRE clients. Bachelor's degree or equivalent experience required. Collaboration with Mortgage Advisors and Relationship Managers.
Requirements
- Bachelor's degree or equivalent education/experience
- Several years of professional mortgage sector experience (IPRE focus)
- Interest in financial markets and institutions
- Proven knowledge of relevant real estate markets
- Profound knowledge of legal aspects of mortgage documents
- Good IT skills (Word, Excel, PowerPoint)
- Excellent analytical skills, independence, reliability, teamwork, negotiation skills
- Full professional proficiency in German and English
Tasks
- Assess and analyze mortgage credit requests
- Structure and approve mortgage transactions
- Monitor and implement mortgage credit facilities
- Provide credit advisory services to internal clients
- Collaborate with Mortgage Advisors and Relationship Managers
- Customize solutions for private banking clients
- Prepare and approve credit limits
- Determine risk ratings for credit facilities
- Evaluate borrower and collateral risks
- Identify concentration risks in collateral and exposure
- Monitor and resolve overdue debt services
- Review approved limits in the portfolio
- Handle mortgage booking and credit documentation
- Deputize for other Mortgage Officers and Team Head
- Support Mortgage Advisors in credit matters
- Establish proactive contact with Private Banking front office
- Conduct advisory credit training sessions
- Contribute to credit-related projects and process improvements
- Work with legal and external counsel on non-standard documents
- Prepare and perform training sessions for Mortgage Officers and Advisors
Work Experience
- approx. 4 - 6 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- German – Native
- English – Native
Tools & Technologies
- Word
- Excel
- PowerPoint
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Senior Mortgage Officer - IPRE(m/w/x)
Structuring and approving mortgage transactions for IPRE clients. Bachelor's degree or equivalent experience required. Collaboration with Mortgage Advisors and Relationship Managers.
Requirements
- Bachelor's degree or equivalent education/experience
- Several years of professional mortgage sector experience (IPRE focus)
- Interest in financial markets and institutions
- Proven knowledge of relevant real estate markets
- Profound knowledge of legal aspects of mortgage documents
- Good IT skills (Word, Excel, PowerPoint)
- Excellent analytical skills, independence, reliability, teamwork, negotiation skills
- Full professional proficiency in German and English
Tasks
- Assess and analyze mortgage credit requests
- Structure and approve mortgage transactions
- Monitor and implement mortgage credit facilities
- Provide credit advisory services to internal clients
- Collaborate with Mortgage Advisors and Relationship Managers
- Customize solutions for private banking clients
- Prepare and approve credit limits
- Determine risk ratings for credit facilities
- Evaluate borrower and collateral risks
- Identify concentration risks in collateral and exposure
- Monitor and resolve overdue debt services
- Review approved limits in the portfolio
- Handle mortgage booking and credit documentation
- Deputize for other Mortgage Officers and Team Head
- Support Mortgage Advisors in credit matters
- Establish proactive contact with Private Banking front office
- Conduct advisory credit training sessions
- Contribute to credit-related projects and process improvements
- Work with legal and external counsel on non-standard documents
- Prepare and perform training sessions for Mortgage Officers and Advisors
Work Experience
- approx. 4 - 6 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- German – Native
- English – Native
Tools & Technologies
- Word
- Excel
- PowerPoint
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
Julius Baer shapes the future of wealth management by valuing the individual qualities of its employees to foster impact and create value.
Not a perfect match?
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