Bay Area Mortgage & Lending Advisor

Bank of America; San Jose (CA); Presencial; USD 67.000 - 77.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits

Descripción de la vacante

Bank of America is seeking a Mortgage/Consumer Lending Advisor to grow the loan book with self-sourced purchases and strong COI networks. You will assess income/assets/liabilities, guide clients through conventional, jumbo, and government products, and coordinate with underwriting and closing teams.

You will manage pipelines, use digital channels for client flexibility, and ensure strict adherence to applicable financing rules and SAFE Act requirements.

Formación

• 3+ years in loan origination with self-sourced purchase focus.
• Strong knowledge of Conventional, Jumbo and Government loans.
• Ability to document income/assets/liabilities for qualification.

Responsabilidades

• Provide consumer lending advice and grow client and market share.
• Develop solutions based on lending processes and credit guidelines.
• Manage daily loan pipelines with organized follow-up with fulfillment partners.
• Leverage digital tools to offer flexible service pathways.
• Ensure compliance with federal/state regulations and bank requirements.

Conocimientos

Loan Origination

Self-sourced Leads

Conventional/Jumbo/Gov

Income/Assets/Liabilities

Underwriting/Closing

Regulatory Knowledge

COI Networking

Independent Work

Communication

Organization & Multitasking

Sales Driven Service

Weekend Hours Flexibility

Educación

High School Diploma

Descripción del empleo

Bank of America is seeking a Mortgage/Consumer Lending Advisor to grow the loan book with self-sourced purchases and strong COI networks. You will assess income/assets/liabilities, guide clients through conventional, jumbo, and government products, and coordinate with underwriting and closing teams.

You will manage pipelines, use digital channels for client flexibility, and ensure strict adherence to applicable financing rules and SAFE Act requirements.