Senior Associate, Mortgage Banking at BNY

Lake Mary, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

0.0

Posted On

24 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage, Lending, Private Banking, Sales Acumen, Organizational Skills, Client Communication, KYC, Regulatory Compliance, Documentation Review, Relationship Building, Risk Management, Team Collaboration, Product Selection, File Progression, Market Research, Client Support

Industry

Financial Services

Description

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Mortgage Banking Associate to join our Mortgage Sales and Origination team within BNY Wealth. This role could be located in Pittsburgh, PA or Lake Mary, FL. In this role, you'll make an impact in the following ways: Interact directly with clients and advisors to collect and review all documentation needed for loan processing and underwriting preparation Obtain contact and relevant information for appraisals, insurance, and title vesting Prepare and send required and timely regulatory disclosures, ensuring compliance with TILA-RESPA and order all third-party services Research Source of Wealth and serve as primary contact for KYC team inquiries and submissions Manage entries of rate locks, extensions, and concession requests Provide sales support to Mortgage Bankers and Wealth/Pershing colleagues regarding regional mortgage pipeline and portfolio loans Act as primary internal contact for clients post application, manage Mortgage Bankers' pipeline and ensure smooth file progression from initial contact through closing Communicate interim updates to clients, advisors, and colleagues on individual files Support and enhance Mortgage Sales team by taking applications, assisting with product selection, reviewing rates, and sourcing new business with existing clients Serve as backup to Mortgage Bankers Participate in team and client meetings to build relationships with Mortgage team, Client Strategists, Wealth Managers, and clients to improve client experience and increase mortgage production Collaborate with marketing, legal, compliance, and other firm-wide teams to ensure risk management and compliance activities related to business development are conducted and documented To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 5-7 years of total work experience; experience in mortgage, lending, or private banking is preferred The individual should have sales acumen, strong organizational skills, and an aptitude to manage multiple transactions in a fast-paced environment. Incumbent must have an in-depth understanding of the mortgage business The applicant should be a strong communicator with a willingness to participate in sales calls, client meetings, and client events This role will require an NMLS registration, which is to be obtained upon hiring At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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Responsibilities

The Senior Associate will interact directly with clients and advisors to collect and review documentation for loan processing and underwriting. They will also manage the mortgage pipeline and ensure smooth file progression from initial contact through closing.