Mortgage Solutions Advisor

National Black MBA Association; California, Northern (MO, KY); Hybrid; USD 36,000 - 41,000; Full time

Job summary

Bank of America in the United States is seeking a Mortgage Loan Originator to originate loans for residential mortgage clients, delivering First Mortgage and HELOC products in person or by phone. The role balances sales, risk, and client care, with SAFE Act registration and background checks required.

Responsibilities include guiding clients through the mortgage process, gathering documents, and coordinating with internal partners to provide tailored financial solutions.

Qualifications

• Minimum of 2 years mortgage origination experience or equivalent demonstrated client-facing sales and advisory ability.
• Active listening to determine client needs and goals; proactive client engagement.
• Professional, effective and confident communication in person or over the phone.
• Ability to analyze financial and credit data to advise on product and pricing policies.
• Strong customer service skills to manage end-to-end client experience and resolve issues.

Responsibilities

• Provide specialized lending guidance across borrowing and banking offerings.
• Build and deepen client relationships by leveraging bank capabilities.
• Assess client financial needs and recommend suitable financial solutions.
• Present home lending products, submit mortgage applications, gather docs, and keep clients informed.
• Engage clients through outreach and pipeline management with consistent follow-up.
• Respond to client requests and refer to internal partners as needed.
• Collaborate with leadership to coach associates on delivering an exceptional client experience.

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

Job description

Bank of America in the United States is seeking a Mortgage Loan Originator to originate loans for residential mortgage clients, delivering First Mortgage and HELOC products in person or by phone. The role balances sales, risk, and client care, with SAFE Act registration and background checks required.

Responsibilities include guiding clients through the mortgage process, gathering documents, and coordinating with internal partners to provide tailored financial solutions.