Private Mortgage Banker — UBS

Role overview

Key competencies and responsibilities include

• Mortgage Bankers are responsible for providing a premier client and financial advisor experience by providing expert advice, counsel and solution creation to solve client liability management needs
• Mortgage Bankers own the client experience and ensure that it is in line with UBS Bank USA's core value proposition. This is achieved by anticipating and exceeding the client and financial advisor's needs throughout all stages of the loan process
• Mortgage Bankers are responsible for building relationships with Financial Advisors and their respective teams in order to generate additional and ongoing direct referral business
• Mortgage Bankers work closely with UBS Banking Solutions Consultants (field sales) in order to develop comprehensive strategies customized towards serving the needs of each region's overall growth target and market strategy
• Mortgage bankers develop trust and deepen relationships for the firm by providing seamless mortgage origination and processing services ensuring that client objectives are met

• Function as a single point of contact to clients and financial advisors throughout the loan process from end to end in a Telesales environment
• Manage active leads and loans to increase loan conversion rates resulting in higher firm revenue/profitability
• Proactively manage loan escalations as needed to ensure timely resolution, detailed communication to appropriate parties and participate in review post-mortem to ensure ongoing process improvement occurs
• Strengthen client retention by ensuring an outstanding client experience
• Proactively discuss and deliver solutions and referrals of UBS Bank USA offerings provided by other UBS groups and business divisions