Mortgage Solutions Advisor

Bank of America; Charlotte (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in Charlotte, NC is seeking a mortgage product specialist to handle inbound calls and outbound outreach, guiding clients to the best home loan solutions and guiding them through the application process.

You will analyze financial goals, gather documentation, and work with partners to ensure a smooth lending experience, with emphasis on client care, compliance, and delivering exceptional service.

Qualifications

• Has 1+ year sales and/or mortgage experience.
• Strong relationship-deepening and client care mentality.
• Active listening to determine client needs and goals.
• Ability to assess client needs and suggest/promote alternative products or services.
• Ability to learn all platform systems.
• Effective customer service skills across end-to-end origination and problem resolution.
• Ability to work under pressure during high volumes.
• Ability to build positive rapport with service partners.
• Capable of prioritizing multiple tasks.
• Adaptable and flexible to change.
• Strong communication skills (written, oral, non-verbal).
• Proven sales production over time and willingness to work weekends/extended hours.

Responsibilities

• Provides exceptional client care.
• Answers inbound calls and makes outbound calls to guide clients to lending solutions.
• Utilizes multiple technology systems to assist customers and referral partners.
• Follows defined lending processes and policies to meet guidelines and manage risks.
• Communicates with clients and partners through calls, email, and online messaging.
• Identifies opportunities to recommend bank products through referrals to deliver client care.

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 in Charlotte, NC is seeking a mortgage product specialist to handle inbound calls and outbound outreach, guiding clients to the best home loan solutions and guiding them through the application process.

You will analyze financial goals, gather documentation, and work with partners to ensure a smooth lending experience, with emphasis on client care, compliance, and delivering exceptional service.