Private Mortgage Banker

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$57,704 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.9% - Slower

Matched to SOC 41-2031 - Sales aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Sales From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Private Mortgage Banker 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 Activities: • 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

Read the full description at jobs.ubs.com. FewerJobs shows a preview and links to the original posting.