Credit Solutions Advisor at Bank of America
Overview
You will originate First Mortgage and HELOC loans for clients at a San Leandro financial center, managing the full lending process from application to closing. You'll partner with financial center leaders to coach associates and drive Responsible Growth. This role requires SAFE Act registration and focuses on building lasting client relationships through personalized advice.
What You'll Do8
- 1Originate First Mortgage and HELOC applications in person or by phone, guiding clients through documentation and closing
- 2Deliver Auto Loans, Credit Cards, and Core Banking products as part of a full-spectrum client offering
- 3Analyze client financial data to recommend tailored borrowing solutions that align with their life plan
- 4Maintain a pipeline of prospects through proactive outreach, referrals, and consistent follow-up
- 5Collaborate with financial center leaders and performance managers to coach associates on client experience
- 6Ensure compliance with SAFE Act and federal lending regulations, including registration and background checks
- 7Manage client relationships end-to-end, resolving issues and escalating to internal partners as needed
- 8Drive pipeline management and referral generation to meet sales and client satisfaction goals
Requirements8
- 12+ years of mortgage origination experience or equivalent consultative sales background
- 2Proven record in assessing client needs, building trust, and deepening relationships
- 3Strong analytical skills to interpret financial and credit data and recommend product/pricing options
- 4Excellent verbal and written communication, comfortable engaging clients in-person and by phone
- 5Ability to handle ambiguity and adapt to changing circumstances
- 6Flexibility to work weekends and extended hours as needed
- 7Basic technology proficiency, including MS applications and laptop usage
- 8Commitment to regulatory compliance and ethical standards
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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