Mortgage & Home Lending Solutions Advisor

National Black MBA Association; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a mortgage originator who will manage the full life cycle of residential lending, including First Mortgage and HELOC products, with in-person or telephone engagement. The role emphasizes balancing sales, risk, and client care while adhering to SAFE Act requirements and regulatory policies.

Responsibilities include presenting loan solutions, collecting documentation, and guiding clients through applications and mortgage timelines.

Qualifications

• Minimum 2 years in mortgage origination or related consultative sales experience.
• Ability to assess client needs, build trust and deepen relationships.
• Strong communication and in-person/phone client engagement skills.
• Analytical mindset for credit data and product guidance.

Responsibilities

• Provide tailored mortgage and banking guidance to clients across life stages.
• Build and deepen client relationships leveraging bank capabilities.
• Assess financial needs and recommend suitable borrowing options.
• Present home lending solutions, gather documents, and track mortgage progress.
• Maintain proactive outreach and follow-up for client needs.
• Coordinate with internal partners to ensure a top-tier client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation

Credit & Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a mortgage originator who will manage the full life cycle of residential lending, including First Mortgage and HELOC products, with in-person or telephone engagement. The role emphasizes balancing sales, risk, and client care while adhering to SAFE Act requirements and regulatory policies.

Responsibilities include presenting loan solutions, collecting documentation, and guiding clients through applications and mortgage timelines.