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CHCH10 - BJB Bank Julius Baer & Co. Ltd.

Mortgage Officer(m/w/x)

Zürich
Full-timeOn-siteSenior

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

  • GermanBusiness Fluent
  • EnglishBusiness Fluent
  • FrenchBasic
  • ItalianBasic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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