Mortgage Lending Advisor - Client-Focused Financing

Mmbba; Chandler (AZ); Hybrid; USD 40,000 - 70,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Originator to answer inbound calls and guide clients through financing options, including new purchase loans, refinances, and home equity lines of credit. You will analyze financial goals, gather documents, and submit applications.

This role requires SAFE Act registration and strong client care in a busy call-center environment. Weekend/extended hours may be needed.

Qualifications

• 1+ year sales and/or mortgage experience.
• Strong relationship-deepening and client care mentality.
• Ability to assess client needs and suggest/promote products or services.
• Ability to learn all platform systems used in the environment.

Responsibilities

• Provides exceptional client care.
• Answers inbound calls and makes outbound calls to provide guidance to uncover lending needs and help determine the best solution.
• Utilizes multiple technology systems to assist customers and referral partners.
• Leverages defined lending processes and policies to meet guidelines and manage risks.
• Communicates with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process.
• Identifies opportunities to recommend the bank's products through referrals as part of one team that delivers exceptional client care.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Oral Communications

Written Communications

Client Management

Loan Structuring

Pipeline Management

Problem Solving

Collaboration

Credit Documentation Requirements

Critical Thinking

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Mortgage Loan Originator to answer inbound calls and guide clients through financing options, including new purchase loans, refinances, and home equity lines of credit. You will analyze financial goals, gather documents, and submit applications.

This role requires SAFE Act registration and strong client care in a busy call-center environment. Weekend/extended hours may be needed.