Home Lending Solutions Advisor

National Black MBA Association; Daly City (CA); On-site; USD 36,000 - 43,000; Full time

Job summary

Bank of America in Daly City is actively seeking a Mortgage Solutions Advisor to deliver specialized service and guidance across borrowing and banking offerings at every life stage. You will build trusted client relationships, balance sales objectives with risk and client care, and ensure a high standard of service.

The role requires strong communication skills, at least 2 years in mortgage origination, and the ability to work 40 hours per week.

Qualifications

• Minimum education: High School Diploma / GED / Secondary School or equivalent.
• Experience in mortgage origination is preferred and demonstrates ability to assess client needs and build trust.
• Willingness to work 40 hours per week and flexibility for extended hours / weekends as needed.

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

Relationship Building

Prospecting

Communication Skills

Credit Knowledge

Financial Advisory

Needs Assessment

Sales Experience

Regulatory Awareness

Team Collaboration

Problem Solving

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Daly City is actively seeking a Mortgage Solutions Advisor to deliver specialized service and guidance across borrowing and banking offerings at every life stage. You will build trusted client relationships, balance sales objectives with risk and client care, and ensure a high standard of service.

The role requires strong communication skills, at least 2 years in mortgage origination, and the ability to work 40 hours per week.