India

Business management, administration and support

Global Wealth Management

Your role

Do you know residential mortgage processing in and out? Are you well-known to be detailed, an over communicator, problem solver, quality minded individual and deliver exceptional service? We’re looking for someone like that who can:
• order, follow-up, and review 3rd party items such as homeowners insurance, title commitment, tax transcript, fraud report, verification of rent/mortgage, compliance report, subordinations, etc
• support Private Mortgage Bankers throughout the processing transaction including daily communication, expectation setting, and status updates
• coordinate with Private Mortgage Banker and Underwriting to provide solutions for complex transactions
• partner with Closing Specialist to schedule and gather needed items for closing documents
• proactively manage loan escalations to ensure timely resolution, detailed communication and effective review analysis
• efficiently manage a high-touch pipeline while providing excellent client satisfaction

Job Reference #

320568BR

City

Mumbai

Job Type

Full Time

Your team

You’ll be working as part of the Mortgage Fulfillment team within the Banking Group of "Global Wealth Management Americas" (GWM). We provide mortgage fulfillment service assistance to Private Mortgage Bankers, enabling them to assist UBS AG Wealth Management clients with the financing of residential real property.

Your expertise

You have:
• a university degree or equivalent experience
• 5+ years' experience as a loan coordinator/processor, preferred experience with high net worth clientele in a private banking environment
• knowledge of mortgage underwriting processes and guidelines
• a high degree of self-discipline to meet deadlines and work under pressure, experience working in a fast paced, high volume, customer focused environment
• proven ability to meet individual as well as organization goals and operate with minimal direction and oversight
• previous Encompass experience preferred
You are:
• detail oriented, have sharp analytical skills, and are an outstanding communicator (verbal and written)
• willing to work flexible schedules as needed

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.