Credit Solutions Advisor - Beach and Tarrant

Bank of America; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Credit Solutions Advisor in Fort Worth, Texas. The role involves providing personalized financial advice, developing client relationships, and ensuring compliance with mortgage-related regulations. Ideal candidates will have experience in mortgage origination and strong communication skills. This is a full-time position requiring a high school diploma and offers opportunities to work in a dynamic environment.

Qualifications

• At least 2 years of mortgage origination experience.
• Knowledge of credit and home lending requirements.

Responsibilities

• Provide personalized financial advice and guidance to clients.
• Develop and deepen client relationships through tailored solutions.
• Balance sales, operational risk, and client relationship management.

Skills

Client Management

Advisory

Relationship Building

Risk Management

Attention to Detail

Education

High School Diploma

Job description

Credit Solutions Advisor - Beach and Tarrant

Join to apply for the Credit Solutions Advisor - Beach and Tarrant role at Bank of America

Job Overview

At Bank of America, we aim to help make financial lives better through every connection. We are committed to Responsible Growth, fostering a diverse and inclusive workplace, and supporting our teammates and communities.

Responsibilities

• Provide personalized financial advice and guidance to clients, covering borrowing and banking services throughout their life stages.
• Develop and deepen client relationships by conducting meetings and presenting tailored solutions.
• Balance sales, operational risk, and client relationship management using your expertise.
• Register with the SAFE Act, including background checks and ongoing compliance, as required for mortgage-related roles.

Minimum Qualifications

• At least 2 years of mortgage origination experience, or 1 year in a related role at Bank of America.
• Knowledge of credit and home lending requirements.
• Strong communication and customer service skills.
• Ability to analyze financial data and provide appropriate recommendations.
• Flexibility to work weekends or extended hours if needed.

Preferred Qualifications

• Experience in financial centers exceeding goals.
• Knowledge of complex financial data analysis and banking products.
• Familiarity with mortgage products, regulations, and loan processing procedures.

Skills

• Client Management, Advisory, and Relationship Building
• Risk Management and Credit Documentation
• Pipeline and Referral Management
• Attention to Detail and Collaboration

Additional Details

High School Diploma or equivalent required. This is a full-time, entry-level position in the first shift, based in the United States, with 40 hours per week.