Mortgage Solutions Advisor

GHR Healthcare; San Antonio (TX); On-site; USD 36,000 - 42,000; Full time

Job summary

Bank of America is hiring a Credit Solutions Advisor II in Mountain View, CA. The role centers on delivering specialized service to financial center clients across borrowing and banking offerings, building strong client relationships, and guiding customers through mortgage processes.

The position requires evaluating client needs, providing tailored financial solutions, and coordinating with internal partners to ensure a seamless experience while adhering to regulatory requirements.

Qualifications

• Minimum education: High School Diploma or GED.
• Experience in mortgage origination or equivalent consulting sales preferred.
• Ability to assess client needs and provide tailored financial solutions.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients across borrowing and banking offerings.
• Builds and deepens relationships with new and existing clients using the bank's capabilities.
• Analyzes client financial needs and recommends financial services aligned with priorities.
• Presents home lending product solutions and assists with mortgage applications and documentation.

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

Job description

Bank of America is hiring a Credit Solutions Advisor II in Mountain View, CA. The role centers on delivering specialized service to financial center clients across borrowing and banking offerings, building strong client relationships, and guiding customers through mortgage processes.

The position requires evaluating client needs, providing tailored financial solutions, and coordinating with internal partners to ensure a seamless experience while adhering to regulatory requirements.