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MUFG Union Bank Private Mortgage Banker, Assistant Vice President, Remote, CA in Remote Worker, California

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential.

Join Union Bank, where being inspired is expected and creating results is rewarded.

This is a remote position. A member of our recruitment team will discuss location preferences with you in more detail.

We're seeking a Private Mortgage Banker who will be responsible for originating conventional residential real estate loans and growing the customer base for the private bank. To do so, you will need to contact potential or existing customers to develop new and existing business.


  • Solicit residential first mortgages through contacts with realtors, builders, and developers, focused on affluent borrowers.

  • Interview applicants discover information about their needs, desires, and earnings to decide whether the loan will be an acceptable risk.

  • Negotiate terms and conditions of loans with mortgagors.

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

  • Deepen customers' relationships with the bank, by working with Private Bankers, Private Wealth Advisors and Senior Financial Advisors.

  • Work with Bank partners to provide full service and present all products to current and potential customers.

  • Provide coaching to Private Bankers and work together on strategic plans to acquire new customers.


The right candidate will have:

  • 3+ years' experience in residential real estate

  • Excellent sales, communication, and customer service skills

  • Ability to introduce Private Bank team members to self-sourced clients and assist in growing relationships.

  • Understanding of advanced tax analysis and Bank guidelines and how to apply them in various situations.

  • Ability to think creatively and find unique solutions that may apply to high net-worth clients.

  • High school diploma or G.E.D.

Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.

Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to exemptions for medical or religious reasons, as well as any other reason required by applicable law or order. Should you be selected for an interview, your recruiter will provide additional information.