Mortgage Lending Specialist – Client Care & Solutions

National Black MBA Association; Chandler, Northern (AZ, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Bank of America in Chandler, AZ is seeking a Mortgage Loan Specialist to answer inbound calls and initiate outbound calls to help clients choose financing for a home, refinance, or HELOC. You will analyze financial goals, determine optimal lending solutions, submit applications, gather documents, and keep clients informed throughout the process.

This role requires SAFE Act registration, strong client care, and ability to work with multiple teams during high-volume periods.

Qualifications

• 1+ year sales and/or mortgage.
• Strong relationship-deepening and client care mentality.
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Has an ability to assess client needs and suggest/promote alternative products or services
• Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
• Has an ability to work under pressure during high volumes
• Has an ability to build and maintain positive rapport with service partners
• Can prioritize multiple competing tasks
• Has adaptability and is flexible to change
• Is a strong communicator, written, oral and non-verbal
• Demonstrates solid sales production over a sustained time frame
• Can be flexible to work weekends and/or extended hours as needed.
• Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
• Has an ability to handle multiple lines of business and models to support changing business needs
• Independently works with other business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care.
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Responsibilities

• Provides exceptional client care.
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining 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 consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process.
• Identifies opportunities through conversations with clients to recommend the bank's products through partner 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 in Chandler, AZ is seeking a Mortgage Loan Specialist to answer inbound calls and initiate outbound calls to help clients choose financing for a home, refinance, or HELOC. You will analyze financial goals, determine optimal lending solutions, submit applications, gather documents, and keep clients informed throughout the process.

This role requires SAFE Act registration, strong client care, and ability to work with multiple teams during high-volume periods.