# Residential Lending Specialist

**Company**: Deutsche Bank
**Location**: Jacksonville, 5201 Gate Parkway
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $65,000 to $75,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Jacksonville-5201-Gate-Parkway/Residential-Lending-Specialist---Associate_R0420686?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f083ac6d-41f

## Description

We are seeking a Residential Lending Specialist to manage the end-to-end process for residential mortgages and home equity lines of credit (HELOCs) within our boutique private banking environment.

This is a hands-on role that combines client interaction, application processing, pipeline management, and servicing. The ideal candidate is highly organized, client-focused, and comfortable wearing multiple hats in a fast-paced, relationship-driven setting.

**Responsibilities**

- Serve as the primary fulfillment contact for UHNW clients once an application is received, providing clear guidance on process, documentation, timelines, and closing logistics.

- Subject-matter expert on loan mortgage structure and pricing, state-specific disclosures and timing considerations, documentation requirements for complex income, assets, trusts, and entities.

- Review applications for completeness and accuracy; initiate disclosures.

- Coordinate end-to-end closing logistics with attorneys, escrow/title agents, insurance brokers, Condo/Co-op Boards.

- Ensure all closing documents & funding are accurate & timely.

- Ensure clean handoff to servicing and onboarding teams; follow up on any trailing documentation.

- Support quality control, audit, and regulatory reviews as needed.

- Maintain accurate and complete loan files within internal systems, ensuring audit ready documentation throughout the process.

- Deliver a high-touch, discreet, and proactive client experience, coordinating closely with Private Bankers to align messaging and expectations.

- Anticipate and identify potential issues upfront and proactively resolve prior to any impact to client satisfaction.

**Requirements**

- Extensive experience in residential mortgage fulfillment, processing/closing, or Underwriting experience, preferably within Private Banking Wealth Management.

- Demonstrated experience managing complex UHNW mortgage borrowers and loan structures.

- Exceptional client communication skills with the ability to explain technical requirements clearly and confidently.

- High attention to detail with strong organizational and issue-resolution skills.

- Familiarity with Trust, LLC, LP, and other entity borrowing structures.

- Exposure to operational risk, quality assurance, and regulatory documentation standards.

- Current NMLS registration or obtain within 90 days.

- Proven ability to leverage AI tools to enhance productivity, optimize workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

**What We Offer**

- A diverse and inclusive environment that embraces change, innovation, and collaboration.

- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days.

- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement.

- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits.

- Educational resources, matching gift, and volunteer programs.

## Skills

### Required
- residential mortgage fulfillment
- processing/closing
- Underwriting
- Private Banking Wealth Management
- client communication
- organizational skills
- issue-resolution skills
- Trust, LLC, LP
- operational risk
- quality assurance
- regulatory documentation standards
- NMLS registration
- AI tools

### Nice to have
- high-net-worth clients
- complex income structures
- compliance requirements

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Jacksonville-5201-Gate-Parkway/Residential-Lending-Specialist---Associate_R0420686?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)