Mortgage Solutions Advisor

United States Digital Space LLC; Irving (TX); On-site; USD 50,000 - 85,000; Full time

Job summary

United States Digital Space LLC seeks a Credit Solutions Advisor II to originate residential mortgage loans and provide tailored financial guidance to clients in our Irving, TX center. You will balance sales, risk, and service while navigating regulatory requirements and SAFE Act obligations.

The role emphasizes client relationship building, accurate credit assessment, and collaboration with internal partners to deliver a superior lending experience. Weekend hours may be required.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of 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

Education

High School Diploma / GED

Job description

United States Digital Space LLC seeks a Credit Solutions Advisor II to originate residential mortgage loans and provide tailored financial guidance to clients in our Irving, TX center. You will balance sales, risk, and service while navigating regulatory requirements and SAFE Act obligations.

The role emphasizes client relationship building, accurate credit assessment, and collaboration with internal partners to deliver a superior lending experience. Weekend hours may be required.