Mortgage Solutions Advisor

Bank of America; Irving (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America in Irving, TX, seeks a Mortgage Origination professional to originate First Mortgage and HELOC loans, delivering in-person or telephonic guidance to clients. Role balances sales performance with risk and client care, complying with SAFE Act requirements.

The position requires mortgage origination experience, strong client communication, and the ability to manage the full client end-to-end experience across a busy financial center.

Qualifications

• Minimum of required mortgage origination experience or equivalent consultative sales background.
• Ability to assess client needs, build trust, and deepen relationships.
• Strong communication skills for in-person and phone interactions.
• Familiarity with regulatory requirements and loan origination processes.
• Experience handling end-to-end client mortgage journey.

Responsibilities

• Provides specialized, personalized service offering advice on borrowing and banking across client life stages.
• Builds and deepens client relationships using bank capabilities.
• Analyzes financial needs to tailor borrowing and banking solutions.
• Presents home lending options, submits mortgage applications, and collects documents.
• Maintains client communication throughout the mortgage process via calls, email, and messages.
• Coordinates outreach and pipeline management to meet client needs; follows up.

Skills

Client Management

Client Solutions Advisory

Customer 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

Education

High School Diploma / GED / Secondary School or equivalent

Tools

MS Office

Job description

Bank of America in Irving, TX, seeks a Mortgage Origination professional to originate First Mortgage and HELOC loans, delivering in-person or telephonic guidance to clients. Role balances sales performance with risk and client care, complying with SAFE Act requirements.

The position requires mortgage origination experience, strong client communication, and the ability to manage the full client end-to-end experience across a busy financial center.