Mortgage Lending Specialist: Client-Focused Home Financing

Bank of America; Plano (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in Plano, TX, is seeking a mortgage call center specialist to assist clients with financing the purchase of a home, refinancing, or HELOCs. You will analyze financial goals, determine optimal lending solutions, submit applications, and gather documents while keeping clients informed throughout the process.

The role requires SAFE Act registration and the ability to work with multiple systems, communicate professionally, and manage high-volume periods.

Qualifications

• 1+ year sales and/or mortgage experience.
• Strong client care mentality and relationship-building.
• Active listening and effective communication with clients.

Responsibilities

• Answer inbound calls and make outbound calls to assist clients with financing decisions.
• Submit mortgage applications and gather required loan documentation.
• Use multiple systems to assist customers and referrals and manage lending processes.
• Communicate with clients and partners via calls, email and online messaging throughout the loan process.
• Identify opportunities to cross-sell bank products as part of one team delivering client care.

Skills

Sales experience

Client care

Active listening

Communication

Problem solving

Multitasking

Regulatory compliance

Education

High School diploma / GED

Job description

Bank of America in Plano, TX, is seeking a mortgage call center specialist to assist clients with financing the purchase of a home, refinancing, or HELOCs. You will analyze financial goals, determine optimal lending solutions, submit applications, and gather documents while keeping clients informed throughout the process.

The role requires SAFE Act registration and the ability to work with multiple systems, communicate professionally, and manage high-volume periods.