Bilingual Mortgage Solutions Specialist

Mmbba; Plano (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Plano, TX, is seeking a Mortgage Loan Officer for a call center role handling inbound/outbound calls to help clients finance a home, refinance, or obtain a home equity line of credit.

Your work includes analyzing financial goals, selecting lending products, submitting applications, gathering documents, and guiding clients through the process with regulatory awareness.

Qualifications

• 1+ year sales and/or mortgage experience.
• Bilingual - Spanish required.
• Strong relationship-deepening and client care mentality.
• Active listening to determine client needs and goals.
• Ability to assess needs and promote alternative products.
• Ability to learn platform systems and adapt to technology.
• Excellent customer service across end-to-end origination.
• Ability to handle high-volume workload and pressure.
• Balance performance, operational risk, and client care.

Responsibilities

• Provides exceptional client care.
• Answers inbound calls and guides clients to best lending solutions.
• Utilizes multiple technology systems to assist customers.
• Leverages lending processes and policies to manage risk.
• Communicates with clients and partners via calls, email, and messaging.
• Identifies opportunities to refer bank products with partners.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Oral Communications

Written Communications

Client Management

Loan Structuring

Pipeline Management

Problem Solving

Collaboration

Credit Documentation Requirements

Critical Thinking

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America in Plano, TX, is seeking a Mortgage Loan Officer for a call center role handling inbound/outbound calls to help clients finance a home, refinance, or obtain a home equity line of credit.

Your work includes analyzing financial goals, selecting lending products, submitting applications, gathering documents, and guiding clients through the process with regulatory awareness.