Home Lending & Mortgage Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Originator to originate residential loans and serve clients in our financial center. You will deliver First Mortgage and HELOC products, handle inquiries in person or by phone, and support auto loans, credit cards, and core banking needs.

Responsibilities include building trusted relationships, assessing client financials, guiding clients through the mortgage process, and coordinating with internal partners to ensure a seamless experience while meeting

Qualifications

• Minimum 2 years mortgage origination experience or equivalent.
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
• Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
• Has effective customer service skills with ability to manage the full client end‑to‑end experience and problem resolution.
• Demonstrates commitment to professional ethics and compliance with regulatory due diligence.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client’s life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client’s financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client’s unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a Mortgage Loan Originator to originate residential loans and serve clients in our financial center. You will deliver First Mortgage and HELOC products, handle inquiries in person or by phone, and support auto loans, credit cards, and core banking needs.

Responsibilities include building trusted relationships, assessing client financials, guiding clients through the mortgage process, and coordinating with internal partners to ensure a seamless experience while meeting