New York, New York, USA
15 days ago
Mortgage Experience Associate

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

The Mortgage Experience Associate will be responsible for supporting the Mortgage Originations team by ordering supporting documents (including translations, international credit reports etc.). This role is also responsible for direct interaction with customers, and collaborating directly with mortgage support team, loan officers, and external vendors

As our Mortgage Experience Associate you will:

Prioritize work flow to meet deadlinesServe as liaison to Mortgage Support Teams and external vendorsProactively follow up on assigned tasks to ensure completion in timely mannerManage mortgage process to ensure positive customer experience Work closely with first time homebuyers who will require extra attention to understand program options, mortgage guidelines and what to expect throughout the processInteract with the client regarding complex situations relating to third party grants, down payment assistance and closing cost coverage

For this role, HSBC targets a pay range between $58,700 and $88,100.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

The Mortgage Experience Associate will be responsible for supporting the Mortgage Originations team by ordering supporting documents (including translations, international credit reports etc.). This role is also responsible for direct interaction with customers, and collaborating directly with mortgage support team, loan officers, and external vendors

As our Mortgage Experience Associate you will:

Prioritize work flow to meet deadlinesServe as liaison to Mortgage Support Teams and external vendorsProactively follow up on assigned tasks to ensure completion in timely mannerManage mortgage process to ensure positive customer experience Work closely with first time homebuyers who will require extra attention to understand program options, mortgage guidelines and what to expect throughout the processInteract with the client regarding complex situations relating to third party grants, down payment assistance and closing cost coverage

For this role, HSBC targets a pay range between $58,700 and $88,100.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

You´ll likely have the following qualifications to succeed in this role:

Minimum of an associate’s degree in business, related field or equivalent experienceMinimum of an associate’s degree in business, related field or equivalent experience5 years of proven experienceFluent SpanishProven communications, decision-making, customer service, sales, support, problem-solving, multi-tasking and organizational skillsProficiency with personal computers as well as pertinent mainframe systems and software packagesAbility to work independently, handle detail and maintain confidentialityWorking knowledge of the mortgage process, including pricing, registration, processing and closingIncumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.


As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

You´ll likely have the following qualifications to succeed in this role:

Minimum of an associate’s degree in business, related field or equivalent experienceMinimum of an associate’s degree in business, related field or equivalent experience5 years of proven experienceFluent SpanishProven communications, decision-making, customer service, sales, support, problem-solving, multi-tasking and organizational skillsProficiency with personal computers as well as pertinent mainframe systems and software packagesAbility to work independently, handle detail and maintain confidentialityWorking knowledge of the mortgage process, including pricing, registration, processing and closingIncumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.


As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

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