Mortgage Officer; f​/m​/d

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Responsible for all Mortgage risk aspects of a portfolio of domestic and international private banking clients. Assess, analyse, structure, approve, As a Mortgage Officer, you will act as 2nd line of defense and be responsible for the underwriting and servicing of mortgage request. You will assess and evaluate mortgage loan application within own approval authority to determine creditworthiness and risk, ensuring compliance with company policies and regulatory requirements.

Your goal will be to act as sparring partner for the 1st line of defense (mainly Mortgage Advisors) and identify potential risk associated with mortgage applications and recommend appropriate actions to mitigate those risk.

• Analyze Mortgage requests and provide feedback to the 1st line of defense
• Ensure that all mortgage loans comply with banking regulations and legal requirements
• Servicing / admin tasks of approved mortgage limits, incl. ongoing life-cycle mgmt. of active mortgage limits / mortgage products
• Improve data quality of existing & future positions
• Proactive support to improve the way we work, process & quality improvements, in particular the interface to the Mortgage Advisory teams
• Build and maintain strong relationship with Mortgage Advisors, Julius Baer Real Estate Team and Relationship managers

• Bachelor's degree in Finance, Business, or relevant working experience
• 5+ years of experience in mortgage lending, ideally gained in a private banking environment
• Strong understanding of mortgage products and underwriting procedures
• Ability to work independently and manage multiple tasks
• Familiarity with banking regulations and compliance standards
• Knowledge and experience in mortgage financing in the French-speaking Switzerland or Ticino is considered an important asset
• Excellent language skills (verbal and written) in German and English;
  French a/o Italian is a strong plus

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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