Mortgage & Credit Solutions Advisor

NBMBAA; Mountain View (CA); On-site; USD 36,000 - 41,000; Full time

Job summary

Bank of America is seeking a Credit Solutions Advisor II to provide specialized guidance in mortgage origination and banking solutions. You will build and deepen client relationships, assess financial needs, and present tailored lending options while maintaining compliance and delivering an exceptional client experience.

The role requires strong communication, adaptability, and a collaborative approach. Expect a high-touch, in-office environment with potential weekend hours and ongoing

Qualifications

• Minimum 2 years of mortgage origination experience or equivalent.
• Ability to listen to clients and assess their needs and goals.
• Strong communication and professional demeanor in person and over the phone.
• Analytical skills to review financial data and advise on policies and guidelines.
• Willingness to work weekends and extended hours as needed.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through borrowing and banking offerings.
• Builds and deepens relationships with clients by leveraging the bank's capabilities.
• Analyzes clients' financial needs and recommends suitable financial services.
• Presents home lending solutions, assists with mortgage applications, and coordinates documentation.
• Maintains client communication through calls, email, and messaging.
• Responds to client requests and makes referrals to internal partners as needed.
• Partners with leaders to guide associates in delivering exceptional client experiences.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit 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 is seeking a Credit Solutions Advisor II to provide specialized guidance in mortgage origination and banking solutions. You will build and deepen client relationships, assess financial needs, and present tailored lending options while maintaining compliance and delivering an exceptional client experience.

The role requires strong communication, adaptability, and a collaborative approach. Expect a high-touch, in-office environment with potential weekend hours and ongoing