BNY Mellon Sr Mortgage Account Executive in Pittsburgh, Pennsylvania

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.


The qualified candidate will assist and support assigned Mortgage Calling Officer on new mortgage applications through credit analysis and preparation or write up and ensures that all loan packages are completely documented and properly structured before being submitted for approval. S/He is responsible for pipeline management of all client requests. S/He provides high level of support/service to team members and clients. The qualified candidate will have strong overall knowledge of mortgage business, strong client service skills, be a problem solver and quick thinker, and be able to work effectively under pressure and tight deadlines. Must be able to act on behalf of Mortgage Calling Officer to articulate rates, structures, etc. Must possess the ability to train junior staff and be willing to supervise less experienced Account Executives. Prior sales experience is a plus.


3+ years of credit analysis experience, preferably in an Underwriting function. S/He will have a strong overall knowledge of mortgage process and a proven track record of successful pipeline management and strong customer service skills and sales ability.

  • BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.*

  • Primary Location:* United States-Massachusetts-Boston

  • Internal Jobcode:* 01439

  • Job:* Wealth Management

  • Organization:* BNYM Wealth Management-HR06268

  • Requisition Number:* 1608782

Category: Wealth Management