Mortgage Solutions Advisor

Sacbar; Santa Barbara (CA); On-site; USD 74,501,000 - 88,340,000; Full time

Job summary

Bank of America in Santa Barbara, CA is seeking a Credit Solutions Advisor II to originate residential mortgage lending and provide full banking guidance in-office. The role balances sales, risk and client care while complying with SAFE Act requirements.

The position offers standard benefits, a 40-hour week, and opportunities to grow within a collaborative team focused on delivering exceptional client experiences in a community-centered financial center.

Qualifications

• Minimum 2 years of mortgage origination experience or equivalent consultative sales background.
• Ability to interact with clients in person and over the phone.
• Strong analytical skills to assess financial data and loan guidelines.
• Excellent written and verbal communication and customer service.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Provide personalized service across borrowing and banking offerings.
• Build relationships with new and existing clients using bank capabilities.
• Assess client needs and recommend suitable financial services.
• Present home lending products and submit mortgage applications.
• Coordinate with internal partners and manage client follow-up.
• Support pipeline management and outreach activities.

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

Job description

Bank of America in Santa Barbara, CA is seeking a Credit Solutions Advisor II to originate residential mortgage lending and provide full banking guidance in-office. The role balances sales, risk and client care while complying with SAFE Act requirements.

The position offers standard benefits, a 40-hour week, and opportunities to grow within a collaborative team focused on delivering exceptional client experiences in a community-centered financial center.