Legal, PWM Mortgage Lending Attorney, Vice President, Dallas or New York

Location: Dallas, TX or New York, United States; office-based role

Salary: USD 185,000–295,000

Company

Global investment banking, securities, and investment management firm serving clients, shareholders, and communities worldwide.

What you will do

• Advise the residential mortgage lending business across origination, underwriting, servicing, enforcement, and restructuring.
• Provide legal guidance on jumbo mortgages, home equity lending, custom credit structures, and loans secured by complex real estate holdings.
• Draft and review loan agreements, notes, mortgages, deeds of trust, guarantees, consumer disclosures, and modification agreements.
• Handle title, survey, lien priority, curative, closing, foreclosure, default, enforcement, and loss-mitigation matters.
• Advise mortgage, title, risk, compliance, operations, and business stakeholders while managing external counsel and settlement agents.
• Support regulatory examinations, audits, internal controls, and policy and procedure updates.

Requirements

• J.D. and active membership in at least one U.S. state bar.
• At least 5 years of experience advising mortgage lenders, banks, financial institutions, or private banking businesses.
• Significant residential mortgage experience across origination, documentation, servicing, enforcement, and collateral matters.
• Expertise in title review and curative matters, including title defects, lien priority, unreleased liens, trust and estate title issues, surveys, and closing concerns.
• Strong knowledge of ECOA/Regulation B, TILA, RESPA, the Fair Housing Act, flood insurance, UDAAP principles, and applicable state laws.
• Experience advising a regulated bank, preferably in private banking, wealth management, or a high-net-worth client business.
• Ability to provide practical, business-oriented advice while balancing legal, regulatory, reputational, and operational risk.
• Strong communication, collaboration, and problem-solving skills.

Nice to have

• Private banking or wealth management mortgage lending experience, including jumbo mortgages and ultra-high-net-worth clients.
• Familiarity with mortgage laws and practices in New York, California, Texas, and other key private banking markets.
• Experience with trusts, LLCs, family offices, and other complex private wealth borrowing structures.
• Experience managing outside counsel and advising senior stakeholders.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance, and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.