Mortgage Solutions Advisor

Bank of America; Monroe (NJ); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Originator to deliver first mortgage and HELOC solutions in a busy financial center. The role concentrates on serving clients in person and by phone, balancing sales goals with operational risk and regulatory compliance.

Strong relationship skills and knowledge of home lending guidelines are essential. The position requires 2+ years in mortgage origination or related consultative sales, with flexibility to work weekends or extended hours as needed.

Qualifications

• Mortgage origination experience or equivalent sales experience with ability to assess client needs and build relationships.
• Ability to communicate professionally in person, over the phone, and in writing.
• Familiarity with banking products and home lending processes is a plus.

Responsibilities

• Provide personalized service and guidance to clients across borrowing and banking offerings.
• Build and deepen relationships with clients through proactive outreach.
• Analyze client financials to recommend suitable mortgage and banking solutions.
• Present home lending options, gather required documents, and keep clients informed through the loan process.
• Coordinate with internal partners to deliver 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

Tools

MS Office

Job description

Bank of America is seeking a Mortgage Loan Originator to deliver first mortgage and HELOC solutions in a busy financial center. The role concentrates on serving clients in person and by phone, balancing sales goals with operational risk and regulatory compliance.

Strong relationship skills and knowledge of home lending guidelines are essential. The position requires 2+ years in mortgage origination or related consultative sales, with flexibility to work weekends or extended hours as needed.