Deutsche Bank · 3 hours ago
Residential Lending Specialist - Associate
Jacksonville, FL
Full-time
Hybrid
New Grad, Entry Level
$67K/yr - $85K/yrDeutsche Bank is seeking a Residential Lending Specialist to manage the end-to-end process for residential mortgages and home equity lines of credit (HELOCs) within their boutique private banking environment. The role involves client interaction, application processing, pipeline management, and servicing in a fast-paced, relationship-driven setting.
BankingFinanceFinancial Services
Responsibilities
Work directly with private bankers and clients to gather information and complete mortgage and HELOC applications; answer client questions and provide guidance on lending products, documentation, and timelines
Maintain and monitor the lending pipeline to ensure timely progression of applications and track key milestones and proactively follow up with clients and internal teams
Collect and verify required documentation (income, assets, property details) and coordinate with credit and underwriting teams to ensure accurate and timely decisions
Prepare and deliver initial and subsequent disclosure packages in compliance with regulatory requirements (TRID, RESPA, etc.)
Prepare closing packages and liaise with attorneys, title companies, and clients and ensure compliance with regulatory and internal requirements throughout the closing process
Handle client inquiries related to payments, statements, and account maintenance; manage renewals, modifications, and payoff requests as needed
Qualification
Required
Strong knowledge of mortgage regulations, documentation, and closing procedures
Proven experience in residential mortgage and HELOC processing, preferably in private banking or boutique lending
Bachelor's degree in Finance, Business, or related field
Proficiency in Microsoft Excel and loan origination systems
Active Mortgage Loan Originator (MLO) registration required under the SAFE Act
Preferred
Excellent organizational skills and ability to manage multiple transactions simultaneously
Exceptional communication and client service skills
Experience with high-net-worth clients and complex income structures
Familiarity with compliance requirements (TRID, RESPA, etc.)
Ability to work independently and take ownership of the entire lending process
Benefits
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
Company
Deutsche Bank
Deutsche Bank is an investment bank that offers financial products and services to corporate and institutional clients.
Founded in 1870
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2.07BKey Investors
European Investment BankCapital GroupCerberus Capital Management
2025-06-11Post Ipo Debt· $570.76M
2024-11-14Post Ipo Debt· $1.5B
2020-10-13Post Ipo Equity
Leadership Team
T
Tom Patrick
CEO, Americas
Benjamin Bauer
VP Strategy & Innovation
Recent News
2026-01-23
Company data provided by crunchbase