Mortgage Solutions Advisor

Bank of America; California; On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Officer to provide specialized and personalized service to financial center clients, guiding them through the full spectrum of borrowing and banking offerings at each life stage. You will acquire new relationships and deepen existing ones by presenting tailored solutions to help clients achieve their financial goals.

The role balances sales performance, operational risk, and client relationship care, leveraging expertise.

Qualifications

• Minimum of 2 years mortgage origination experience or equivalent.
• Ability to assess client needs and build relationships.
• Strong communication and active listening skills.
• Ability to analyze financial data and explain product/pricing policies.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan.
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities.
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs.
• Responds to client requests and makes referrals to appropriate internal partners based on client needs.
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Skills

Mortgage knowledge

Client relationship building

Sales/prospecting

Communication skills

Adaptability

Job description

Bank of America is seeking a Mortgage Loan Officer to provide specialized and personalized service to financial center clients, guiding them through the full spectrum of borrowing and banking offerings at each life stage. You will acquire new relationships and deepen existing ones by presenting tailored solutions to help clients achieve their financial goals.

The role balances sales performance, operational risk, and client relationship care, leveraging expertise.