Mortgage Lending Advisor - Wealth Management

Bank of America; Wayne (MI); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits eligible

Formulaic incentive plan

Paid time off

Descripción de la vacante

Bank of America Merrill Financial Advisors-based team is seeking a Mortgage Lending Specialist to develop a network of referrals for residential mortgage lending opportunities and guide clients through loan processes.

Role emphasizes in-office attendance with role-specific flexibility, strong regulatory knowledge, and the ability to manage multiple lending priorities in a fast-paced wealth management environment.

Formación

• Mortgage origination experience is required (min 5 yrs or 3 yrs with 2 additional yrs in financial services).
• Proven ability to build a referral network with Merrill Financial Advisors.
• Working knowledge of federal real estate lending regulations.

Responsabilidades

• Prospect and structure lending opportunities; determine customer financial objectives.
• Negotiate lending terms and prepare documentation; advise on policies.
• Maintain referral network to drive lending opportunities.
• Guide clients through loan approval and closing; ensure data quality of client/deal info.
• Stay informed on lending programs, policies, procedures, and regulatory requirements.
• Understand Wealth Management products to support business needs.
• Handle multiple tasks aligned with bank strategy.

Conocimientos

Relationship building

Prospecting/lead generation

Negotiation

Communication skills

Regulatory knowledge

Laptop/tech savvy

Educación

Bachelor's degree in business or related field

High School Diploma or GED

Herramientas

CRM software

Microsoft Office

Descripción del empleo

Bank of America Merrill Financial Advisors-based team is seeking a Mortgage Lending Specialist to develop a network of referrals for residential mortgage lending opportunities and guide clients through loan processes.

Role emphasizes in-office attendance with role-specific flexibility, strong regulatory knowledge, and the ability to manage multiple lending priorities in a fast-paced wealth management environment.