Home Financing Solutions Advisor

Bank of America; Daly City (CA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Benefits eligible

Incentives program

Paid time off

Job summary

Bank of America in Daly City, CA is seeking a Credit Solutions Advisor II to provide personalized service across borrowing and banking offerings, helping clients achieve financial goals while balancing sales, risk, and relationship care.

This role requires SAFE Act compliance, mortgage origination experience, and the ability to work in an in-office setting with 40 hours weekly. Competitive hourly pay and benefits are provided.

Qualifications

• Minimum of 2 years of mortgage origination experience or equivalent consultative sales.
• Ability to analyze financial data, gather client information, and advise on product options.
• Strong written and verbal communication skills; comfortable with in-person and phone interactions.
• Commitment to ethics and regulatory compliance in real estate lending.

Responsibilities

• Provide specialized, personalized service across borrowing and banking products.
• Acquire and deepen client relationships through meetings and tailored solutions.
• Assess client needs and present home lending options and mortgage applications.
• Maintain ongoing client communication via calls, email, and messaging.
• Partner with leaders to coach teammates on delivering exceptional client experiences.
• Balance sales goals with operational risk and relationship care.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Collaboration

Relationship Building

Prospecting

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in Daly City, CA is seeking a Credit Solutions Advisor II to provide personalized service across borrowing and banking offerings, helping clients achieve financial goals while balancing sales, risk, and relationship care.

This role requires SAFE Act compliance, mortgage origination experience, and the ability to work in an in-office setting with 40 hours weekly. Competitive hourly pay and benefits are provided.