Residential Loan Officer (Encino)

Boston Private Bank and Trust Company is a private bank and wealth management company headquartered in Boston’s Post Office Square, with 25 offices throughout New England, Southern California, the Pacific Northwest, and the San Francisco Bay Area. Since we opened our doors in 1987, we have defined the private banking experience to mean exceptional service, customized advice, and a trusted partnership with clients at all stages of wealth creation

Located in the Bank’s Southern California Market, the Residential Loan Officer is responsible for originating new residential financing transactions with an emphasis on assisting First Time Homebuyers as part of the Bank’s CRA program. The Residential Loan Officer also assists in the management of a portfolio of existing relationships and in increasing the Bank’s presence in the Greater Los Angles Community.

Roles and Responsibilities:

*Meet or exceed mortgage production goal of $15 million on an annual basis with an emphasis on portfolio lending and CalHFA lending to First Time Homebuyers.
*Develop and implement a marketing plan for expanding new client base and product usage, with a focus on CRA lending.
*Develop and maintain social, educational and civic ties within the community to assist targeted client base.
*Work closely with Non-Profit Agencies in assisting their Homebuying Programs through seminars and other activities (for example “Meet the Lenders Night”, Homebuying University Workshops)
*Maintain and expand relationships with existing clients and referral sources.
*Respond to client and referral requests in a timely, professional manner.
*Structure all credits, develop a complete application and monitor loans from origination through closing to ensure the highest service, credit and compliance quality.
*Fully comply with banking laws, regulations and internal policies and procedures.
*Participate in special projects and committee-work as designated by the Residential Sales Manager and/or Executive Vice president of Mortgage Lending.


Strong existing network of transferable referral sources, i.e., Non-Profit Agencies, Municipal Agencies, Real Estate Attorneys and Real Estate Brokers in Boston Private Bank’s CRA designated area.
•Proven ability to sell mortgage loans and/or other banking services.

•5-7 years mortgage lending experience in First Time Homebuyer Lending with an understanding of FTHB Underwriting Guidelines.
•A sales-oriented professional with excellent business development and closing skills who has the ability to thrive in a fast paced environment.

*Excellent analytical and process management skills
*Must be fluent in Spanish

To apply for position click on the following link:

Equal Opportunity Employer