Mortgage Solutions Advisor

Bank of America; Chesterfield (MO); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America is seeking a Credit Solutions Advisor II to originate residential mortgages and HELOCs, delivering personalized guidance to clients in person or by phone. This role balances sales, risk management, and client care while adhering to SAFE Act requirements.

The position requires 2+ years of mortgage origination or equivalent consultative sales experience, strong communication skills, and the ability to work a 40-hour week in-office in the United States.

Qualifications

• 2+ years mortgage origination experience or equivalent consultative sales background.
• Strong communication, in-person and phone interaction.
• Ability to analyze financial data and advise on product/pricing guidelines.
• Commitment to ethics and regulatory due diligence.

Responsibilities

• Provide personalized service across borrowing and banking offerings.
• Build and deepen client relationships through bank capabilities.
• Assess client needs and recommend suitable financial solutions.
• Present home lending options, collect documents, and guide mortgage process.
• Maintain client contact through outbound calls and messages.
• Coordinate with internal partners for exceptional client service.
• Coach and guide financial center associates on delivering a superior experience.

Skills

Mortgage originations

Client management

Communication

Analytical thinking

Team collaboration

Regulatory compliance

Adaptability

Problem solving

Education

High School Diploma / GED

Tools

MS Office

Job description

Bank of America is seeking a Credit Solutions Advisor II to originate residential mortgages and HELOCs, delivering personalized guidance to clients in person or by phone. This role balances sales, risk management, and client care while adhering to SAFE Act requirements.

The position requires 2+ years of mortgage origination or equivalent consultative sales experience, strong communication skills, and the ability to work a 40-hour week in-office in the United States.