Mortgage Solutions Advisor

Bank of America; Burlingame (CA); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Burlingame, CA seeks a Mortgage Credit Solutions Advisor II to guide clients through home lending options from pre-qualification to closing, balancing sales, risk, and service. You will analyze financials, present tailored mortgage solutions, collect documents, and manage a steady pipeline with outreach and follow-up to ensure a smooth mortgage journey.

Applicants should have at least 2 years of mortgage origination or related consultative sales experience and be comfortable

Qualifications

• Minimum education: high school diploma or GED.
• Mortgage origination experience or proven consultative sales skills.
• Strong communication and client relationship abilities.
• Ability to analyze financial data and explain products clearly.
• Compliance with federal and state lending regulations.

Responsibilities

• Provide personalized mortgage guidance and handle client life-cycle needs.
• Analyze client financials and recommend lending solutions.
• Process mortgage applications and gather required documents.
• Maintain pipeline and follow up with clients and partners.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Tools

MS Office

Job description

Bank of America in Burlingame, CA seeks a Mortgage Credit Solutions Advisor II to guide clients through home lending options from pre-qualification to closing, balancing sales, risk, and service. You will analyze financials, present tailored mortgage solutions, collect documents, and manage a steady pipeline with outreach and follow-up to ensure a smooth mortgage journey.

Applicants should have at least 2 years of mortgage origination or related consultative sales experience and be comfortable