Mortgage Lending Advisor

Bank of America; Fresno (CA); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America in Fresno, CA is seeking a Mortgage Solutions Advisor II to provide specialized guidance through the full spectrum of borrowing and banking offerings. The role focuses on acquiring and deepening client relationships, balancing sales with operational risk and client care, all while ensuring regulatory compliance.

The position requires at least 2 years of mortgage origination experience, strong communication skills, and the ability to analyze financial data to tailor solutions for

Qualifications

• Minimum of 2 years of mortgage origination experience.
• Active listening to determine client needs and goals.
• Communicates professionally, effectively, and confidently in person and over the phone.
• Analyses financial and credit data to advise clients on product and pricing policies.
• Strong customer service skills with ability to manage end-to-end client experience and resolve problems.
• Dedicated, enthusiastic and performance-driven with a strong work ethic.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to clients across borrowing and banking offerings.
• Builds and deepens client relationships by leveraging the bank's capabilities.
• Analyzes client financial needs to recommend suitable financial services.
• Presents home lending product solutions and guides mortgage application process.
• Manages outreach, pipeline activities and follow-ups to meet client needs.
• Collaborates with leadership to coach financial center staff on delivering excellent client experiences.

Skills

Mortgage origination

Client relations

Sales and advisory

Communication skills

Regulatory compliance

Job description

Bank of America in Fresno, CA is seeking a Mortgage Solutions Advisor II to provide specialized guidance through the full spectrum of borrowing and banking offerings. The role focuses on acquiring and deepening client relationships, balancing sales with operational risk and client care, all while ensuring regulatory compliance.

The position requires at least 2 years of mortgage origination experience, strong communication skills, and the ability to analyze financial data to tailor solutions for