Elite Wealth Mortgage Advisor

Bank of America; Plano (TX); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Bank of America Merrill Wealth Management in Plano, TX is seeking an experienced Mortgage Loan Originator to build a recurring referral network and advise clients on financing options. This role partners with Merrill Financial Advisors to originate residential mortgage loans and ensure regulatory and policy compliance.

You will manage client prospects, negotiate terms, coordinate with underwriting, and guide deals through closing while maintaining data quality and a strong referral base in a

Formación

• Five years in a loan origination role with ultra-high net worth clients.
• Proven success in prospecting, generating leads, closing business, and meeting production goals.
• Knowledge of mortgage products, underwriting, and regulatory requirements.
• Strong client relationship skills and ability to manage multiple tasks.

Responsabilidades

• Develop and maintain a network of referrals for mortgage lending opportunities.
• Negotiate terms, prepare documentation, and advise on policies and guidelines.
• Guide data quality and loan process from prospecting to closing with clients and advisors.
• Stay updated on lending programs, policies, procedures and regulatory requirements.
• Maintain knowledge of SAFE Act requirements and coordinate with compliance as needed.

Conocimientos

Prospecting

Lead generation

Closing

Relationship building

Communication skills

Self-motivated

Organization

Educación

High School Diploma or GED

Bachelor's Degree in Business or related field

Herramientas

Microsoft Office

CRM systems

Descripción del empleo

Bank of America Merrill Wealth Management in Plano, TX is seeking an experienced Mortgage Loan Originator to build a recurring referral network and advise clients on financing options. This role partners with Merrill Financial Advisors to originate residential mortgage loans and ensure regulatory and policy compliance.

You will manage client prospects, negotiate terms, coordinate with underwriting, and guide deals through closing while maintaining data quality and a strong referral base in a