Mortgage Solutions Advisor

Mmbba; Charlotte, Northern (NC, KY); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Bank of America in Charlotte, NC is hiring for a Mortgage Center associate to handle inbound calls and guide clients through financing a home, refinancing, or establishing a HELOC. You will assess financial goals, gather documentation, submit applications, and keep clients informed through every step, while adhering to SAFE Act requirements and bank policies.

This role emphasizes exceptional client care, strong communication, and the ability to work with partners across teams to deliver

Qualifications

• 1+ year sales and/or mortgage experience.
• Strong client care mentality and relationship-building.
• Ability to learn platform systems and manage multiple tasks.

Responsibilities

• Provides exceptional client care
• Answers inbound calls and makes outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Utilizes multiple technology systems to assist customers and referral partners
• Leverages defined lending processes and policies to meet guidelines and manage risks
• Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
• Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional 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 hiring for a Mortgage Center associate to handle inbound calls and guide clients through financing a home, refinancing, or establishing a HELOC. You will assess financial goals, gather documentation, submit applications, and keep clients informed through every step, while adhering to SAFE Act requirements and bank policies.

This role emphasizes exceptional client care, strong communication, and the ability to work with partners across teams to deliver