Job offer
Mortgage Officer 100% (f/m/d)
As a Mortgage Officer at Julius Baer, you will be responsible for assessing and managing mortgages for private banking clients. You will evaluate mortgage applications, grant approvals, and ensure that all mortgages comply with banking regulations and legal requirements.
Tasks
- Analysis of mortgage applications and provision of 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, Julius Baer Real Estate Team, and relationship managers
Your profiles
- 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 mortgage financing in French-speaking Switzerland or Ticino are a significant advantage.
- Excellent language skills (written and spoken) in German and English; French or Italian are a strong plus
We offer
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