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About the Role
The Residential Real Estate Sr. Sales Associate monitors loan portfolios of Private Bank/Merrill Lynch clients, specific to mortgage products ranging from basic to highly customized arrangements. This role requires a high degree of mortgage knowledge and interaction with clients, serving as the primary contact for follow-up and information throughout the loan process. The associate will also explore opportunities to deepen client relationships and identify potential cross-sell opportunities within Bank of America.
Responsibilities
- Monitors loan portfolios of Private Bank/Merrill Lynch clients, specific to mortgage products.
- Works closely with the Residential Real Estate Specialist, PCAs, PCMs and FAs in structuring and pricing.
- Interacts directly with clients.
- Serves as primary contact with client for all necessary follow up and information throughout the loan process.
- Explores opportunities to further/deepen the client's relationship by leveraging all areas within BAC.
- Looks for potential cross sell opportunities.
Requirements
- Possesses a high degree of mortgage knowledge including product, compliance, underwriting, and collateral requirements.
- Previous residential mortgage/HELOC experience in the HNW arena required (minimum 4-10 years).
- Regulatory requirements demonstrating a commitment to professional ethics by complying with all Federal and State compliance policies and HMDA requirements.
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
- Employees are required to register and to submit to the required SAFE Act background check.
- Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Skills
- Attention to Detail
- Client Experience Branding
- Collaboration
- Interpret Relevant Laws, Rules, and Regulations
- Pipeline Management
- Account Management
- Credit Documentation Requirements
- Customer and Client Focus
- Oral Communications
- Prioritization
- Client Management
- Financial Analysis
- Issue Management
- Problem Solving
- Recording/Organizing Information
Location
- Los Angeles
- Newport Beach
- Pleasanton
- San Francisco
- Las Vegas
Work Type
- Full-time
- Onsite
Experience Level
- 4-10 years
Education Level
- High School Diploma / GED / Secondary School or equivalent
Salary/Compensations
- $87,100.00 - $138,400.00 annualized salary
Benefits
- Discretionary incentive eligible
- Eligible for an annual discretionary award based on performance
- Industry-leading benefits
- Access to paid time off
- Resources and support
About the Company
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
- We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- We value the unique perspectives individuals bring from all backgrounds and career paths.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.