Mortgage & Credit Solutions Advisor

Bank of America; Tukwila (WA); On-site; USD 54,000 - 64,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a mortgage originator who provides specialized guidance to clients across borrowing and banking offerings, helping them achieve life goals through tailored solutions.

The role emphasizes building relationships, assessing needs, presenting home lending options, handling mortgage documentation, and coordinating with partners to deliver exceptional client experiences.

Qualifications

• Mortgage origination experience (minimum 2 years) or equivalent with consultative sales skills.
• Active listening to determine client needs and goals.
• Professional communication, in person and by phone.
• Ability to analyze financial data and explain policies.
• Customer service skills to manage end-to-end client experience.
• Strong written and verbal communication.

Responsibilities

• Provide specialized service guiding clients through borrowing and banking offerings.
• Build and deepen client relationships leveraging bank capabilities.
• Analyze financial needs and propose suitable financial services.
• Present home lending solutions, assist with mortgage docs and process.
• Outreach and pipeline management with consistent follow-up.
• Refer clients to internal partners as needed.
• Partner with leaders to coach associates on client experience.

Skills

Client Management

Client Solutions Advisory

Customer 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 or GED

Job description

Bank of America is seeking a mortgage originator who provides specialized guidance to clients across borrowing and banking offerings, helping them achieve life goals through tailored solutions.

The role emphasizes building relationships, assessing needs, presenting home lending options, handling mortgage documentation, and coordinating with partners to deliver exceptional client experiences.