Credit Solutions Advisor - Bank of America San Jose
Overview
We seek a motivated individual to originate residential mortgages and related products at our Alum Rock branch. The role involves delivering personalized financial advice and managing client relationships across the loan lifecycle. This position emphasizes client success and aligns with our commitment to responsible growth.
What You'll Do11
- 1Provide personalized mortgage and lending advice to clients
- 2Build and deepen relationships through proactive outreach
- 3Analyze client financial needs and recommend suitable products
- 4Submit mortgage applications and guide clients through documentation processes
- 5Maintain compliance with SAFE Act registration requirements
- 6Collaborate with financial center leaders to enhance client experiences
- 7Develop strategies to increase loan origination volume
- 8Deliver excellent customer service in-person and by phone
- 9Manage end-to-end client interactions from initial contact to closure
- 10Participate in referral programs and internal partnership initiatives
- 11Adapt to dynamic work environments while meeting performance targets
Requirements10
- 1Minimum 2 years mortgage origination experience
- 2Proven consultative sales and relationship-building abilities
- 3Strong analytical skills for financial data interpretation
- 4Excellent communication and customer service competencies
- 5Ability to work flexible hours including weekends
- 6Knowledge of mortgage products and banking regulations
- 7Familiarity with Federal and state compliance policies
- 8High school diploma or equivalent
- 9Experience with loan processing and underwriting procedures
- 10Understanding of FHA and HUD guidelines
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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