Mortgage Solutions Advisor

National Black MBA Association; Shoreline, Northern (WA, KY); Hybrid; USD 36,000 - 43,000; Full time

Job summary

Bank of America in Shoreline, WA seeks an experienced mortgage origination professional to build and deepen client relationships, assess financial needs, and present tailored home lending solutions. You will guide clients through the mortgage process, gather documentation, and maintain proactive communication via calls, email, and messages.

Ideal candidates have 2+ years of origination experience, strong communication, and the ability to work with diverse clients.

Qualifications

• Minimum of 2 years of mortgage origination experience or equivalent
• Actively listens to determine client needs and goals
• Communicates professionally, effectively, and confidently in person and over the phone
• Analyzes financial data to advise on product/pricing policies and guidelines
• Strong customer service skills for end-to-end client experience
• Ability to learn and understand technology
• Bilingual Spanish

Responsibilities

• Provides specialized service offering advice and guidance to clients through borrowing and banking offerings
• Builds and deepens relationships with new and existing clients using bank capabilities
• Analyzes client financial needs to recommend suitable financial services
• Presents home lending product solutions and assists with mortgage applications
• Maintains client communication through calls, email, and messages
• Responds to client requests and refers to internal partners as needed
• Partners with leaders to coach associates on delivering exceptional client experience

Skills

Client Management

Client Solutions Advisory

Pipeline Management

Relationship Building

Attention to Detail

Strong Communication

Bilingual Spanish

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Shoreline, WA seeks an experienced mortgage origination professional to build and deepen client relationships, assess financial needs, and present tailored home lending solutions. You will guide clients through the mortgage process, gather documentation, and maintain proactive communication via calls, email, and messages.

Ideal candidates have 2+ years of origination experience, strong communication, and the ability to work with diverse clients.