Mortgage Loan Advisor - Client-Centric Home Financing

ghr; Plano (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America in Plano, TX seeks a Mortgage Loan Advisor to support clients through the home financing journey. You will handle inbound/outbound calls, analyze financial goals, determine optimal lending products, and submit mortgage applications with supporting documents.

Role requires SAFE Act registration readiness, strong communication skills, and ability to manage multiple tasks in a fast-paced environment. Weekend/extended hours may be required.

Qualifications

• 1+ year sales and/or mortgage experience
• Strong relationship-deepening and client care mentality
• Active listening to determine client needs and goals
• Ability to assess client needs and suggest/promote products or services

Responsibilities

• Provides exceptional client care
• Answers inbound calls and makes outbound calls to guide clients in mortgage options
• Uses multiple technology systems to assist customers and referral partners
• Leverages lending processes and policies to meet guidelines and manage risks
• Communicates with clients and partners via calls, email, and messaging during the lending process
• Identifies opportunities to refer bank products through partner referrals as a unified team

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 Plano, TX seeks a Mortgage Loan Advisor to support clients through the home financing journey. You will handle inbound/outbound calls, analyze financial goals, determine optimal lending products, and submit mortgage applications with supporting documents.

Role requires SAFE Act registration readiness, strong communication skills, and ability to manage multiple tasks in a fast-paced environment. Weekend/extended hours may be required.