Mortgage Solutions Advisor

Bank of America; Salem (NH); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Mortgage Originator to provide full-service residential lending, including First Mortgage and HELOC products, in-person or by phone. The role balances sales, risk, and client care while adhering to SAFE Act requirements.

Responsibilities include presenting mortgage solutions, processing applications, and guiding clients through documentation and closings, with a focus on exceptional client experience and regulatory compliance.

Qualifications

• Minimum of a high school diploma or equivalent; demonstrated ability to learn and adapt.
• Ability to assess client needs and deliver tailored financial solutions.
• Strong communication, active listening, and professional interaction.

Responsibilities

• Provides specialized service offering borrowing and banking guidance through life stages.
• Builds and deepens client relationships leveraging bank capabilities.
• Analyzes client financials to recommend borrowing and banking solutions.
• Presents home lending solutions, submits mortgage applications, and gathers documentation.
• Keeps clients informed throughout the mortgage process via calls, email, and messaging.
• Coordinates with internal partners to meet client needs and ensure a smooth experience.

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Credit Documentation

Credit & Risk

Pipeline Management

Relationship Building

Attention to Detail

Collaboration

Prospecting

Issue Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Mortgage Originator to provide full-service residential lending, including First Mortgage and HELOC products, in-person or by phone. The role balances sales, risk, and client care while adhering to SAFE Act requirements.

Responsibilities include presenting mortgage solutions, processing applications, and guiding clients through documentation and closings, with a focus on exceptional client experience and regulatory compliance.