Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Residential Real Estate Sr. Sales Associate role.
Rezi rewrites your resume against Bank of America's job description. Free.
Tailor your resume to this Residential Real Estate Sr. Sales Associate role.
Rezi rewrites your resume against Bank of America's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Residential Real Estate Sr. Sales Associate posting at Bank of America — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Residential Real Estate Sr. Sales Associate posting at Bank of America — free, in seconds.
About the Role
The Residential Real Estate Sr. Sales Associate monitors loan portfolios of Private Bank/Merrill Lynch clients, focusing on mortgage products. This role requires a strong understanding of mortgage products, compliance, underwriting, and collateral. You will collaborate with internal teams and interact directly with clients, serving as the primary contact throughout the loan process. Additionally, you will identify opportunities to deepen client relationships and explore cross-selling potential.
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
- Chicago
- New York
Work Type
- 1st shift
- 40 hours per week
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 to participate in the annual discretionary plan.
- Benefits eligible
- 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.
- This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
- These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!