Mortgage Solutions Advisor

National Black MBA Association; Charlotte, Northern (NC, KY); Hybrid; USD 38,000 - 60,000; Full time

Job summary

Bank of America is seeking a mortgage center professional in Charlotte to handle inbound and outbound calls, analyze clients’ financial goals, and guide them through mortgage applications and documentation gathering. The role emphasizes compliant, end-to-end origination and high-volume performance within an in-office setting.

The candidate will work with lending processes, collaborate with partners, and ensure accurate communication throughout the loan process.

Qualifications

• 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 promote products or services.
• Able to learn all platform systems used within the environment.
• Excellent customer service with end-to-end origination experience.
• Ability to work under pressure during high volumes.
• Builds positive rapport with service partners.
• Multitask and prioritize multiple competing tasks.
• Flexible to weekend/extended hours as needed.
• Strong written and verbal communication.
• Balance performance with operational risk and client relationship care.
• Comply with SAFE Act background check and registration requirements.

Responsibilities

• Provides exceptional client care.
• Answers inbound calls and makes outbound calls to guide clients in identifying lending needs.
• Uses multiple technology systems to assist customers and referral partners.
• Follows lending processes and policies to meet guidelines and manage risks.
• Communicates with clients and partners through calls, email, and messaging throughout the lending process.
• Identifies opportunities to recommend bank products via referrals as part of one team.

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 center professional in Charlotte to handle inbound and outbound calls, analyze clients’ financial goals, and guide them through mortgage applications and documentation gathering. The role emphasizes compliant, end-to-end origination and high-volume performance within an in-office setting.

The candidate will work with lending processes, collaborate with partners, and ensure accurate communication throughout the loan process.