Home Financing Solutions Advisor

Bank of America; Shoreline (WA); On-site; USD 36,000 - 42,000; Full time

Job summary

Bank of America in Shoreline, WA seeks a Mortgage Originator to guide clients through the full home lending lifecycle, offering personalized solutions and ensuring a seamless loan process. You will meet with clients, assess needs, present tailored products, and coordinate with internal partners to deliver exceptional service.

Requirements include at least two years in mortgage origination, strong communication, and bilingual Spanish proficiency.

Qualifications

• Minimum two years of mortgage origination experience or equivalent in consultative sales and tailoring financial solutions.
• Active listening to determine client needs and goals; proactive client interaction.
• Professional, effective communication with clients in person and over the phone.
• Ability to analyze financial and credit data to advise on product/pricing policies and guidelines.

Responsibilities

• Provide specialized, personalized service advising clients across borrowing and banking offerings.
• Build and deepen client relationships by leveraging bank capabilities.
• Analyze client financial needs and present tailored financial solutions.
• Present home lending product solutions, submit mortgage applications, and gather required documentation.
• Maintain client informed throughout the mortgage process via calls, email, and messaging.
• Coordinate with internal partners and leadership to deliver outstanding client experiences.

Skills

Bilingual Spanish

Client Management

Relationship Building

Pipeline Management

Communication Skills

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Shoreline, WA seeks a Mortgage Originator to guide clients through the full home lending lifecycle, offering personalized solutions and ensuring a seamless loan process. You will meet with clients, assess needs, present tailored products, and coordinate with internal partners to deliver exceptional service.

Requirements include at least two years in mortgage origination, strong communication, and bilingual Spanish proficiency.