Mortgage Solutions Advisor

National Black MBA Association; Antioch (CA); On-site; USD 26,000 - 31,000; Full time

Job summary

Bank of America in Antioch, CA is seeking a Mortgage Credit Solutions Advisor II to provide specialized guidance across borrowing and banking offerings and to assist clients through the full mortgage process.

The role emphasizes building relationships, analyzing financials, presenting home lending options, and coordinating with partners to ensure a superior client experience, while meeting regulatory requirements including SAFE Act guidelines.

Qualifications

• Minimum 2 years mortgage origination or equivalent experience with consultative sales.
• Active listening and proactive client engagement.
• Professional communication in person and over the phone.
• Ability to analyze financial data and advise on products.
• Strong customer service and end-to-end client experience.
• Bilingual Spanish.

Responsibilities

• Provide personalized service across borrowing and banking offerings.
• Build and deepen client relationships using bank capabilities.
• Analyze financial needs and recommend suitable services.
• Present home lending solutions and manage mortgage process communications.
• Coordinate with internal partners to ensure exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Risk Management

Relationship Building

Attention to Detail

Collaboration

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Antioch, CA is seeking a Mortgage Credit Solutions Advisor II to provide specialized guidance across borrowing and banking offerings and to assist clients through the full mortgage process.

The role emphasizes building relationships, analyzing financials, presenting home lending options, and coordinating with partners to ensure a superior client experience, while meeting regulatory requirements including SAFE Act guidelines.