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MUFG Union Bank Private Mortgage Banker, Assistant Vice President - Orinda in Orinda, California


your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.


Responsible for originating

conventional residential real estate loans for the Bank and growing the customer base for the private bank. Participate in related business development activities. Private Mortgage Bankers will be assigned support to the Private Bank. Private Bankers are subject to

additional skill sets outlined below.


  • Solicitresidential first mortgages through contacts with realtors, builders anddevelopers, focused on affluent borrowers in our most affluent markets.

  • Provideservice to high net worth customers and prospects seeking residential mortgageloans. Interview applicants to developinformation concerning their needs, desires and earnings to assist indetermining whether the loan will be an acceptable risk; obtain and analyzepertinent financial and credit data.

  • Followup current loans to ensure conformity with terms.

  • Negotiateterms and conditions of loans with mortgagors.

  • Keepabreast of trends and developments in the local real estate market, as well asthe changing rules and regulations pertaining to private insured mortgages.

  • Callon potential or existing customers as assigned to develop new business orretain existing business.

  • Spendhigh focus on deepening customers’ relationships with the bank, by working withPrivate Bankers, Private Wealth Advisors and Senior Financial Advisors.

  • Workwith Bank partners to provide full service and present all products to currentand potential customers.

  • Answerinquiries regarding loan programs and rates. Attend daily huddles; conductweekly pipeline reviews.

  • Providecoaching to Private Bankers.

  • Worktogether on strategic plans to acquire new customers.

Additional Information:

  • Typicallyrequires a high school diploma or G.E.D. and must have excellent sales andcustomer relations.

  • 3years’ experience in the residential real estate business.

  • Ability to communicate with high net-worth individuals andtheir advisors.

  • Ability to introduce Private Bank team members toself-sourced clients and assist in expanding/deepening relationships.

  • Understand advanced tax analysis and intricacies of wealth.

  • Superior understanding of UB guidelines and how to apply themin various situations.

  • Be able to think outside the box and find uniquesolutions that may apply to high net-worth clients.

This position may be subject to SAFE Act Registration Requirements. Pursuant tothe SAFE Act requirements, all applicants for employment who will be engaged inresidential loan mortgage originations (as defined by the SAFE Act) mustregister with the federal registry system and maintain a status in goodstanding under the SAFE Act requirements. If at any time the Bank determinesthat your position requires SAFE Act registration, you will be required toregister and to submit to the required SAFE Act background check andregistration process. Failure to register successfully or to maintain a statusin good standing under the SAFE Act will affect your eligibility for continuedemployment and may result in your immediate termination.

The above statements are intended to describethe general nature and level of the work being performed. They are not intendedto be construed as an exhaustive list of all responsibilities, duties, andskills required of personnel so classified .

We are proud to be an Equal Opportunity /Affirmative Action Employer and committed to leveraging the diversebackgrounds, perspectives, and experience of our workforce to createopportunities for our colleagues and our business. We do not discriminate inemployment decisions on the basis of any protected category.

A conviction is not an absolute bar toemployment. Factors such as the age of the offense, evidence of rehabilitation,seriousness of violation, and job relatedness are considered in all employmentdecisions. Additionally, it’s the bank’s policy to only inquire into acandidate’s criminal history after an offer has been made. Federal lawprohibits banks from employing individuals who have been convicted of, orreceived a pretrial diversion for, certain offenses.

Job: Sales

Title: Private Mortgage Banker, Assistant Vice President - Orinda

Location: CALIFORNIA-Orinda

Requisition ID: 10026691-WD