PLANO, TXPosted a month ago

Job summary

• Job post source

  This job is directly from UBS

• Job overview

  The Private Mortgage Banker role at UBS involves managing mortgage origination services for high net worth clients, supporting financial advisors, and coordinating the loan process to facilitate residential property financing.

• Responsibilities and impact

  The role requires acting as a single point of contact for clients and advisors throughout the loan process, coordinating with third parties, supporting financial advisors in expanding client relationships, developing regional strategies with field sales, and managing loan escalations for timely resolution.

• Experience and skills

  Candidates should have a university degree or equivalent experience, ideally 5+ years as a loan officer or in loan origination for high net worth clients, strong communication and analytical skills, and the ability to work independently with good time management.

• Career development

  UBS offers opportunities for growth within a global wealth management firm with a supportive team, flexible working options, and an inclusive culture that values diverse skills and backgrounds.

• Work environment and culture

  UBS promotes an inclusive and collaborative culture focused on diversity, employee support, and flexible work arrangements, emphasizing teamwork and individual empowerment.

• Company information

  UBS is the world's largest global wealth manager with operations in over 50 countries across four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank.

• Team overview

  The candidate will join the Mortgage Banking team, which provides mortgage services to UBS Wealth Management clients and works closely with Senior/Wealth Management Bankers and Financial Advisors.

Company overview

UBS, a leading global financial services firm headquartered in Zurich, Switzerland, specializes in wealth management, investment banking, asset management, and retail banking. The company generates revenue through advisory services, trading, lending, and managing assets for private, institutional, and corporate clients. Founded in 1862, UBS has a rich history marked by strategic mergers, including the notable merger with Swiss Bank Corporation in 1998, which solidified its position as a powerhouse in the financial industry.

How to land this job

• Tailor your resume to highlight your deep knowledge of mortgage products and your experience managing the full loan process from client onboarding to closing, emphasizing your ability to coordinate with third parties like realtors and accountants.

• Showcase your skills in client relationship management, particularly your success in supporting financial advisors and developing referral networks within a private banking or wealth management environment.

• Apply through multiple channels including UBS's official corporate careers page and LinkedIn to maximize your application visibility and ensure you meet all submission requirements.

• Connect on LinkedIn with professionals in UBS's Mortgage Banking or Wealth Management divisions; use ice breakers such as commenting on recent UBS mortgage initiatives or asking about strategies for client engagement in high net worth markets.

• Optimize your resume for ATS by incorporating keywords from the job description like 'mortgage origination,' 'loan process coordination,' 'client liability management,' and 'high net worth clientele' to pass initial screening algorithms.

• Leverage Jennie Johnson's Power Apply feature to automate tailored applications, find multiple application portals, identify relevant UBS contacts for networking, and optimize your resume for ATS, allowing you to focus your time on interview preparation and strategic networking.