CH10 - BJB Bank Julius Baer & Co. Ltd.
Mortgage Officer(m/w/x)
Full-timeOn-siteSenior
Zürich
New Job?Nejo!
Your personal AI career agent
BJBJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Officer - IPRE(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
Not a perfect match?
- BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
.Head Mortgage Lending - Credit Structuring and Approval(m/w/x)
Full-timeOn-siteSeniorZürich
BJBJB Bank Julius Baer & Co. Ltd.
Senior Mortgage Officer - IPRE(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 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.
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?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Mortgage Officer(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
Senior Credit Officer Swiss Mortgages(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Head of Mortgage Advisory Switzerland(m/w/x)
Full-timeOn-siteSeniorZürich - BVZH Bank Vontobel AG
.Head Mortgage Lending - Credit Structuring and Approval(m/w/x)
Full-timeOn-siteSeniorZürich