Credit Solutions Advisor North Quincy Mandarin Preferred
Overview
We seek a motivated individual to originate residential mortgages and related products at our Boston office. This role focuses on delivering personalized mortgage solutions and building lasting client relationships.
What You'll Do9
- 1Provide specialized mortgage advice and guidance through the full client lifecycle
- 2Develop and nurture relationships with existing and new clients using comprehensive banking offerings
- 3Analyze client financial needs and recommend tailored product solutions
- 4Submit mortgage applications and guide clients through documentation collection
- 5Maintain accurate loan records and ensure seamless communication via phone and email
- 6Engage in proactive outreach and pipeline management activities
- 7Collaborate with financial center leaders to deliver exceptional client experiences
- 8Partner with internal teams to offer specialized guidance and coaching
- 9Meet registration and compliance requirements for residential mortgage lending
Requirements10
- 1Minimum 2 years mortgage origination experience or equivalent client assessment and consultative sales background
- 2Proven ability to listen actively and engage clients proactively
- 3Excellent professional communication skills for in-person and telephone interactions
- 4Critical thinking ability to analyze financial data and recommend appropriate products
- 5Strong customer service skills with experience handling full client lifecycle management
- 6Commitment to teamwork, adaptability, and continuous learning
- 7Ability to work flexible hours including weekends as needed
- 8Demonstrated knowledge of mortgage products and regulatory compliance
- 9High school diploma or equivalent as minimum education requirement
- 10Willingness to relocate to Boston Massachusetts
Salary Insight
$52 - $60k per year
Location
Required Skills
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