Home Lending Solutions Advisor

Bank of America; Cary (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

Bank of America in Cary, NC is seeking a full-time Mortgage Loan Originator to help clients with residential lending needs, including First Mortgage and HELOC products, by meeting them in-branch or by phone.

You will analyze client needs, present suitable loan options, gather documents, submit applications, and guide borrowers through the approval process while maintaining regulatory compliance.

Qualifications

• Minimum of 2 years mortgage origination experience or equivalent sales background.
• Ability to listen, assess client needs, and interact proactively with clients.
• Comfortable engaging clients in person and over the phone with professional communication.

Responsibilities

• Provide specialized service offering guidance on borrowing and banking across client life stages.
• Build and deepen relationships using the bank's full capabilities.
• Analyze financial needs and recommend suitable borrowing/ banking solutions.
• Present home lending products, submit mortgage applications, gather documents, and keep clients informed during the process.
• Maintain outreach and pipeline management with consistent follow-up to meet client needs.
• Refer clients to internal partners based on needs and provide guidance from leadership.

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

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Tools

MS Office

Job description

Bank of America in Cary, NC is seeking a full-time Mortgage Loan Originator to help clients with residential lending needs, including First Mortgage and HELOC products, by meeting them in-branch or by phone.

You will analyze client needs, present suitable loan options, gather documents, submit applications, and guide borrowers through the approval process while maintaining regulatory compliance.