Top Tech Jobs & Startup Jobs in Seattle, WA

Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank branches, and other sources. Assess applications, financial and credit data, appraisals, title reports, and customer needs to recommend suitable loan products. Quote rates and points, manage registration and lock-in follow-up, communicate underwriting requirements, and ensure compliant, timely customer service while meeting SAFE and loan-originator regulatory requirements.

Leads a regional Private Wealth Portfolio Management team serving high-net-worth and ultra-high-net-worth clients. Oversees investment solution delivery, fiduciary and risk compliance, portfolio strategy, client engagement, team development, operational improvements, resource planning, and business growth. Partners with advisors, relationship managers, trust officers, and senior leaders to deliver holistic wealth management solutions and execute strategic initiatives.