Source Point Mortgage Jobs in Florida (NOW HIRING)

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Job Description:
Job Title: Residential Lending Specialist
Corporate Title: Associate
Location: Jacksonville
Overview:
We are seeking a Residential Lending Specialist to manage the end-to-end process for residential mortgages and home equity lines of credit (HELOCs) within our boutique private banking environment. This is a hands-on role that combines client interaction, application processing, pipeline management, and servicing. The ideal candidate is highly organized, client-focused, and comfortable wearing multiple hats in a fast-paced, relationship-driven setting.
Role Summary:
The Private Bank UHNW Residential Mortgage Specialist is responsible for endtoend mortgage fulfillment of portfolio loans. This role owns the client experience and execution from application through funding, acting as a knowledgeable, trusted point of contact.
The role partners closely with Private Banker, Credit, Legal, Compliance and thirdparty vendors to deliver a private label, whiteglove, experience while ensuring regulatory and policy adherence.
What We Offer You:

• 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

What You'll Do:

• Serve as the primary fulfillment contact for UHNW clients once an application is received, providing clear guidance on process, documentation, timelines, and closing logistics.
• Subjectmatter expert on the following:  
  • Loan mortgage structure and pricing.
  • Statespecific disclosures and timing considerations.
  • Documentation requirements for complex income, assets, trusts, and entities (W2, K1s, partnership distributions, LLC, Trusts, Corp)
  • Appraisals, title, escrow, insurance, and closing logistics.
• Review applications for completeness and accuracy; initiate disclosures (LE, CD, NOIA, Commitments)
• Coordinate endtoend closing logistics with attorneys, escrow/title agents, insurance brokers, Condo/Co-op Boards.
• Ensure all closing documents & funding are accurate & timely. 
• Ensure clean handoff to servicing and onboarding teams; follow up on any trailing documentation.
• Support quality control, audit, and regulatory reviews as needed.
• Maintain accurate and complete loan files within internal systems, ensuring audit ready documentation throughout the process.
• Deliver a hightouch, discreet, and proactive client experience, coordinating closely with Private Bankers to align messaging and expectations.
• Anticipate and identify potential issues upfront and proactively resolve prior to any impact to client satisfaction.