Home Lending Solutions Advisor

Bank of America; Fairfield (CT); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Originator to originate residential mortgage loans and HELOCs, delivering tailored financial solutions. The role emphasizes building relationships, guiding clients through the loan process, and ensuring regulatory compliance.

The ideal candidate has 2+ years in mortgage origination, strong communication skills, and the ability to manage a multi-tasking workflow in a dynamic retail banking environment.

Qualifications

• Minimum of a high school diploma or GED; strong communication and analytical skills.
• Ability to assess client needs and provide tailored financial solutions.
• Proactive client interactions to identify opportunities and grow lending relationships.

Responsibilities

• Originates residential mortgage loans for clients and drives full lending cycle in-person or by phone.
• Builds and deepens client relationships by leveraging bank capabilities.
• Analyzes financial needs and recommends borrowing and banking products.
• Guides clients through mortgage applications, collects documents, and communicates progress via calls, email, and messages.
• Manages outreach and pipeline activities with consistent follow-up to meet client needs.
• Delivers exceptional client experience in collaboration with internal partners.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit Assessment

Pipeline Management

Relationship Building

Attention to Detail

Collaboration

Prospecting

Education

High School Diploma / GED

Tools

MS Office

Job description

Bank of America is seeking a Mortgage Loan Originator to originate residential mortgage loans and HELOCs, delivering tailored financial solutions. The role emphasizes building relationships, guiding clients through the loan process, and ensuring regulatory compliance.

The ideal candidate has 2+ years in mortgage origination, strong communication skills, and the ability to manage a multi-tasking workflow in a dynamic retail banking environment.