Home Lending Solutions Specialist

NBMBAA; Mission Viejo (CA); On-site; USD 54,000 - 64,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Mission Viejo, CA is seeking a knowledgeable Credit Solutions Advisor II to originate residential mortgage loans and advise clients on borrowing options. You will manage mortgage applications, gather required documentation, and coordinate with internal partners to ensure a smooth end-to-end experience consistent with regulatory standards.

The role demands strong communication, proactive client outreach, and the ability to balance sales performance with risk management.

Qualifications

• Mortgage origination experience is required or equivalent demonstrated ability in consultative sales.
• Actively listens to clients to determine needs and goals.

Responsibilities

• Provides specialized service offering advice and guidance to financial center clients through borrowing and banking offerings at each life stage.
• Builds and deepens relationships with new and existing clients leveraging the bank's capabilities.
• Presents home lending product solutions, submits mortgage applications, assists with documentation, and informs clients throughout the process.

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

Tools

MS Office

Job description

Bank of America in Mission Viejo, CA is seeking a knowledgeable Credit Solutions Advisor II to originate residential mortgage loans and advise clients on borrowing options. You will manage mortgage applications, gather required documentation, and coordinate with internal partners to ensure a smooth end-to-end experience consistent with regulatory standards.

The role demands strong communication, proactive client outreach, and the ability to balance sales performance with risk management.