Job offer

Mortgage Officer 100% (f/m/d)

The Julius Baer Group is seeking a Mortgage Officer (full-time position) who will be responsible for risk assessment and management of mortgages for private banking clients. The ideal candidate will have at least 5 years of experience in the mortgage sector and a strong understanding of mortgage products and procedures.

Tasks

As a Mortgage Officer, you will be responsible for all aspects of mortgage risk for a portfolio of domestic and international private banking clients. Your responsibilities will include:
  • Analysis of mortgage applications and feedback to the first line of defense
  • Ensuring that all mortgages comply with banking regulations and legal requirements
  • Management and administrative tasks for approved mortgages, including ongoing lifecycle management of active mortgages and mortgage products
  • Improvement of data quality for existing transactions
  • Proactive support to improve working methods, processes, and quality, particularly at the interface with the mortgage advisory teams
  • Building and maintaining strong relationships with mortgage advisors, the Julius Baer Real Estate Team, and relationship managers

Requirements

For this position, we are looking for a candidate with:
  • Bachelor's degree in finance, business administration, or relevant professional experience
  • 5+ years of experience in the mortgage sector, ideally in a private banking environment
  • Strong understanding of mortgage products and approval procedures
  • Ability to work independently and manage multiple tasks
  • Familiarity with banking regulations and compliance standards
  • Knowledge and experience in the mortgage sector in French-speaking Switzerland or Ticino are an advantage.
  • Excellent language skills (written and spoken) in German and English; French or Italian are an advantage

We offer

We offer a challenging and varied role in a dynamic environment. We look forward to receiving your complete application via our online application tool.

Job details

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