Residential Loan Officer (WESTLAKE)

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

The Residential Loan Officer is responsible for originating new residential financing transactions for the Bank’s Portfolio and to sell to Secondary Market Investors. Loan Officer is responsible for identifying and referring cross-selling opportunities to Deposit Management, Commercial Lending and Investment Management to create strategic relationships.

Roles and Responsibilities:
• Meet or exceed mortgage production goal of $30 million on an annual basis.
• Develop and implement a marketing plan for expanding new client base and product usage, with a focus on the Massachusetts market.
• Maintain and expand relationships with existing clients and referral sources.
• Respond to client and referral requests in a timely, professional manner.
• Effectively and pro-actively sell all of the organization’s services with a special focus on developing strategic relationships defined as those clients who have three or more of the Bank’s services.
• Structure all credits, develop a complete application and monitor loans from origination through closing to ensure the highest service, credit and compliance quality.
• Participate in special projects and committee-work as designated by the Residential Sales Manager and/or Executive Vice president of Mortgage Lending.
• Develop and maintain social and civic ties within the community to assist in promoting account relationships with targeted client base.

• Strong existing network of transferable referral sources, i.e. real estate brokers, law firms, CPA and investment management firms, personal financial planners, and corporations.
• Live in/around the surrounding areas of Westlake
• Proven ability to sell mortgage loans and/or other banking services, ideally at a similar private banking institution.
• 5-7 years mortgage lending experience, preferably with a working understanding of Jumbo mortgage underwriting.
• 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

To apply for position click on the following link:

Equal Opportunity Employer