Mid Level Private Mortgage Banker Jobs
Mid level private mortgage banker jobs go to bankers ready to own client portfolios end to end, guide junior colleagues, and close complex deals with minimal oversight. Most openings are 74% remote or hybrid, concentrated across Staffing & Recruiting, Banking & Financial Services, and Fintech, with employers like Jobot, AmeriHome Mortgage Company, and KeyBank hiring at this level now.
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Showing 5 of 62+ Mid Level Private Mortgage Banker jobs
JOB SUMMARY
The Mortgage Warehouse Lending Data Analyst supports the Warehouse Lending Group through data analytics, reporting automation, dashboard development and maintenance, and process optimization initiatives. The primary focus of the role is to develop scalable reporting solutions, automate manual processes, improve data accessibility, and create analytical tools that support portfolio monitoring, decision-making, and business performance.
Working closely with Warehouse Lending, Credit Risk, the Chief Investment Office, Credit Review, Technology, and other stakeholders, the analyst will leverage data, automation, and emerging technologies, including artificial intelligence, to interpret trends, drive efficiencies and support strategic initiatives. The role also offers a career path into broader mortgage warehouse lending, financial analysis, counterparty risk management, and underwriting responsibilities.
CARREER DEVELOPMENT OPPORTUNITIES
- Gain exposure to mortgage warehouse lending operations and portfolio management.
- Participate in customer diligence meetings and management discussions.
- Develop knowledge of financial statement analysis and counterparty risk assessment.
- Support portfolio monitoring and risk measurement and management activities.
- Progress into more advanced analytical, risk management, and underwriting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Designs, develops, automates, and maintains recurring reports, dashboards, and management information packages.
- Extracts, validates, transforms, and analyzes data from multiple internal and external sources to support business decisions.
- Develops analytical models, reporting tools, and performance metrics that improve operational efficiency and reduce manual processes.
- Creates dashboards and visualizations using Power BI, Tableau, or similar business intelligence platforms.
- Identifies opportunities to streamline workflows through automation, advanced analytics, artificial intelligence, and other emerging technologies.
- Develops management reports, portfolio analytics, and presentation materials for senior leadership and committee meetings, including analysis of key insights and trends.
- Partners with business stakeholders to understand reporting needs and deliver scalable data and analytics solutions.
- Assists in the development of AI-powered tools, intelligent agents, automated workflows, and other technology solutions to enhance reporting and decision-making capabilities.
- Documents data sources, reporting processes, methodologies, and procedures to promote consistency and data integrity.
- Monitors industry trends and emerging technologies and recommends innovative solutions to improve business processes and analytical capabilities.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Economics, Finance, or a related field required. Equivalent combination of education and relevant experience will be considered.
Experience
- 3 years of experience extracting, transforming, validating, and analyzing data from multiple internal and external sources
- 3 years of experience developing automated reports, dashboards, analytical models, and business intelligence solutions
- 3 years of experience identifying and implementing opportunities to streamline workflows and improve operational efficiency through automation and technology
- Familiarity with artificial intelligence tools, large language models (LLMs), intelligent agents, or AI-enabled workflow solutions preferred
- Familiarity with AWS, Power Apps, SharePoint, or other data management and workflow platforms preferred
Knowledge, Skills, and Abilities
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex data into actionable business insights and recommendations.
- Strong verbal and written communication skills, including the ability to prepare reports, presentations, and executive-level summaries.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Curiosity and willingness to learn new technologies, tools, and business processes.
- Demonstrated interest in data analytics, automation, artificial intelligence, and process improvement.
- Ability to work collaboratively across business, technology, and operational teams.
- Self-motivated with a continuous improvement mindset and strong attention to detail.
Technical Skills:
- Python (Pandas, NumPy, data visualization, automation, and data analysis libraries)
- SQL
- Power BI, Tableau, or similar business intelligence and data visualization tools
- Advanced Microsoft Excel, including Power Query, data modeling, and complex data analysis
- Power Automate, VBA, or other process automation tools
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Compensation: $85,000-$95000
JOB SUMMARY
The Mortgage Warehouse Lending Data Analyst supports the Warehouse Lending Group through data analytics, reporting automation, dashboard development and maintenance, and process optimization initiatives. The primary focus of the role is to develop scalable reporting solutions, automate manual processes, improve data accessibility, and create analytical tools that support portfolio monitoring, decision-making, and business performance.
Working closely with Warehouse Lending, Credit Risk, the Chief Investment Office, Credit Review, Technology, and other stakeholders, the analyst will leverage data, automation, and emerging technologies, including artificial intelligence, to interpret trends, drive efficiencies and support strategic initiatives. The role also offers a career path into broader mortgage warehouse lending, financial analysis, counterparty risk management, and underwriting responsibilities.
CARREER DEVELOPMENT OPPORTUNITIES
- Gain exposure to mortgage warehouse lending operations and portfolio management.
- Participate in customer diligence meetings and management discussions.
- Develop knowledge of financial statement analysis and counterparty risk assessment.
- Support portfolio monitoring and risk measurement and management activities.
- Progress into more advanced analytical, risk management, and underwriting responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Designs, develops, automates, and maintains recurring reports, dashboards, and management information packages.
- Extracts, validates, transforms, and analyzes data from multiple internal and external sources to support business decisions.
- Develops analytical models, reporting tools, and performance metrics that improve operational efficiency and reduce manual processes.
- Creates dashboards and visualizations using Power BI, Tableau, or similar business intelligence platforms.
- Identifies opportunities to streamline workflows through automation, advanced analytics, artificial intelligence, and other emerging technologies.
- Develops management reports, portfolio analytics, and presentation materials for senior leadership and committee meetings, including analysis of key insights and trends.
- Partners with business stakeholders to understand reporting needs and deliver scalable data and analytics solutions.
- Assists in the development of AI-powered tools, intelligent agents, automated workflows, and other technology solutions to enhance reporting and decision-making capabilities.
- Documents data sources, reporting processes, methodologies, and procedures to promote consistency and data integrity.
- Monitors industry trends and emerging technologies and recommends innovative solutions to improve business processes and analytical capabilities.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
QUALIFICATIONS
Education
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, Engineering, Mathematics, Statistics, Economics, Finance, or a related field required. Equivalent combination of education and relevant experience will be considered.
Experience
- 3 years of experience extracting, transforming, validating, and analyzing data from multiple internal and external sources
- 3 years of experience developing automated reports, dashboards, analytical models, and business intelligence solutions
- 3 years of experience identifying and implementing opportunities to streamline workflows and improve operational efficiency through automation and technology
- Familiarity with artificial intelligence tools, large language models (LLMs), intelligent agents, or AI-enabled workflow solutions preferred
- Familiarity with AWS, Power Apps, SharePoint, or other data management and workflow platforms preferred
Knowledge, Skills, and Abilities
- Strong analytical, quantitative, and problem-solving skills.
- Ability to translate complex data into actionable business insights and recommendations.
- Strong verbal and written communication skills, including the ability to prepare reports, presentations, and executive-level summaries.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Curiosity and willingness to learn new technologies, tools, and business processes.
- Demonstrated interest in data analytics, automation, artificial intelligence, and process improvement.
- Ability to work collaboratively across business, technology, and operational teams.
- Self-motivated with a continuous improvement mindset and strong attention to detail.
Technical Skills:
- Python (Pandas, NumPy, data visualization, automation, and data analysis libraries)
- SQL
- Power BI, Tableau, or similar business intelligence and data visualization tools
- Advanced Microsoft Excel, including Power Query, data modeling, and complex data analysis
- Power Automate, VBA, or other process automation tools
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Compensation: $85,000-$95000
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Find JobsMid Level Private Mortgage Banker Job Market
Who's Hiring
- Jobot28
- AmeriHome Mortgage Company5
- KeyBank4
- ICCU2
- Regions Bank2
Top Industries Hiring
- Staffing & Recruiting28
- Banking & Financial Services25
- Fintech1
- Insurance1
- Construction & Real Estate1
Mid Level Private Mortgage Banker Jobs: Frequently Asked Questions
How do I get a mid level private mortgage banker job?
Position yourself by highlighting hands-on experience structuring and closing loan transactions, managing client relationships independently, and meeting production targets. Emphasize any specialization in jumbo, portfolio, or non-conforming products. Tailor your resume to show measurable results, such as funded loan volume or client retention, and obtain or renew relevant licenses like the NMLS to signal readiness for a mid level role.
Which companies hire mid level private mortgage bankers?
Companies hiring mid level private mortgage bankers right now include Jobot, AmeriHome Mortgage Company, and KeyBank, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes primarily from regional banks, national mortgage lenders, credit unions, and wealth management divisions that need bankers capable of managing a full book of business independently.
Are there remote mid level private mortgage banker jobs?
Yes, though many roles still involve in-person client work. About 74% of mid level private mortgage banker openings are remote or hybrid as of November 2026, reflecting broader adoption of digital application and closing workflows. Fully remote roles tend to favor bankers with an established referral network who can generate and close loans without branch support.
How do I move up to a mid level private mortgage banker role?
Build depth by consistently closing a variety of loan types, taking ownership of the full client cycle from pre-qualification through closing, and developing a referral network with real estate agents or financial advisors. Demonstrating that you can hit production goals without close supervision, mentor newer staff, and handle complex borrower situations is what turns early experience into a credible mid level profile.
Which industries hire the most mid level private mortgage bankers?
Mid Level private mortgage banker roles concentrate in Staffing & Recruiting, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve high-net-worth or volume borrowers who need an experienced banker capable of structuring customized financing solutions and managing long-term client relationships.