Mortgage & Home Loan Solutions Advisor

Bank of America; Mission Viejo (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in the United States seeks a Mortgage Loan Originator to originate residential loans, including First Mortgage and HELOC, delivering advisory and transactional support in a full‑time capacity. The role balances sales performance with risk management and client care, with SAFE Act compliance obligations.

You will build relationships, assess client needs, present lending options, and guide clients through documentation and closing, while collaborating with partners across the

Qualifications

• 2+ years mortgage origination experience or equivalent in consultative sales.
• Ability to assess client needs and build trust.
• Professional communication in person and over the phone.
• Analytical skills to review financial data and guidelines.
• Strong customer service and problem resolution.
• Willingness to work weekends or extended hours.

Responsibilities

• Provide personalized service offering borrowing and banking guidance to clients.
• Build and deepen relationships with new and existing clients using bank capabilities.
• Analyze client financial needs and recommend suitable financial solutions.
• Present home lending product options, assist with mortgage applications and required documents.
• Manage outreach and pipeline, with consistent follow-up to meet client needs.
• Coordinate with internal partners to deliver an exceptional client experience.

Skills

Mortgage Origination

Client Relationship

Sales & Advisory

Risk & Compliance

Financial Analysis

Strong Communication

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a Mortgage Loan Originator to originate residential loans, including First Mortgage and HELOC, delivering advisory and transactional support in a full‑time capacity. The role balances sales performance with risk management and client care, with SAFE Act compliance obligations.

You will build relationships, assess client needs, present lending options, and guide clients through documentation and closing, while collaborating with partners across the