Mortgage Solutions Advisor

ghr; Chandler (AZ); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America is seeking a Mortgage Call Center Associate to assist clients with financing options, mortgage applications, and documentation collection. You will analyze financial goals, determine suitable lending products, and guide clients through the loan process while maintaining regulatory compliance.

Role requires strong communication, customer focus, and ability to manage high volumes. Shifts include 1st shift; 40 hours per week, with potential for weekend hours as needed.

Qualifications

• Requires strong client care and relationship skills with a focus on lending.
• Ability to guide clients through mortgage options and financing needs.
• Proficiency in handling regulatory requirements and compliance.

Responsibilities

• Provides exceptional client care in a call center setting.
• Answers inbound calls and makes outbound calls to guide clients on lending needs.
• Uses multiple technology systems to assist customers and partners.
• Adheres to lending processes and policies to manage risk.
• Communicates via phone, email, and online messaging throughout the process.
• Identifies opportunities to recommend bank products with partners.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Oral Communications

Written Communications

Client Management

Loan Structuring

Pipeline Management

Problem Solving

Collaboration

Credit Documentation Requirements

Critical Thinking

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Mortgage Call Center Associate to assist clients with financing options, mortgage applications, and documentation collection. You will analyze financial goals, determine suitable lending products, and guide clients through the loan process while maintaining regulatory compliance.

Role requires strong communication, customer focus, and ability to manage high volumes. Shifts include 1st shift; 40 hours per week, with potential for weekend hours as needed.