Mortgage Solutions Advisor

Bank of America; Hanover (MA); On-site; USD 35,817 - 41,328; Full time

Job summary

Bank of America in Hanover, MA seeks a Mortgage Loan Originator to originate First Mortgage and HELOC lending. You will work with clients in person or by phone, processing applications and coordinating documents to balance sales goals with risk and client care.

Responsibilities include presenting lending solutions, building relationships, and guiding clients through the mortgage process with proactive communication and teamwork.

Qualifications

• Minimum of 2 years of mortgage origination experience or equivalent client-focused sales experience.
• Ability to listen to client needs and proactively engage with clients.
• Strong communication skills for in-person and phone interactions.
• Ability to analyze financial data and advise on product policies and guidelines.
• Customer service focus with end-to-end client experience and problem resolution.
• Strong written and verbal communication and adaptability to change.
• Willingness to work weekends and extended hours as needed.
• Ethical, thorough, and compliant with regulatory requirements.

Responsibilities

• Provide personalized service offering borrowing and banking guidance across products.
• Build and deepen client relationships leveraging bank capabilities.
• Analyze client needs and recommend suitable financial solutions.
• Present home lending options, process mortgage applications and gather documents.
• Maintain client contact through outbound calls, email, and messages.
• Refer clients to internal partners based on needs and follow up consistently.
• Collaborate with leaders to coach associates for an exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Job description

Bank of America in Hanover, MA seeks a Mortgage Loan Originator to originate First Mortgage and HELOC lending. You will work with clients in person or by phone, processing applications and coordinating documents to balance sales goals with risk and client care.

Responsibilities include presenting lending solutions, building relationships, and guiding clients through the mortgage process with proactive communication and teamwork.