Mortgage Solutions Advisor

Bank of America; Carrollton (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking a mortgage originator to deliver First Mortgage and HELOC products, engaging clients in person or by phone. You will assess needs, gather documents, and guide clients through the loan process while balancing sales and risk considerations.

The role requires strong communication, ethics, and the ability to work with diverse clients in a regional financial center setting. In-office with flexibility per role and business needs.

Qualifications

• Minimum of 2 years mortgage origination or related consultative sales experience.
• Ability to assess client needs and provide tailored financial solutions.

Responsibilities

• Provide specialized service and guidance on borrowing and banking offerings.
• Build and deepen client relationships across the bank's full product suite.
• Analyze client financials and recommend suitable lending products.
• Present home lending options, gather documents, and guide through mortgage process.
• Maintain client communication through calls, email, and messaging.
• Coordinate with internal partners to deliver exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Credit Documentation

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Relationship Building

Education

High School Diploma / GED

Job description

Bank of America is seeking a mortgage originator to deliver First Mortgage and HELOC products, engaging clients in person or by phone. You will assess needs, gather documents, and guide clients through the loan process while balancing sales and risk considerations.

The role requires strong communication, ethics, and the ability to work with diverse clients in a regional financial center setting. In-office with flexibility per role and business needs.