Mortgage Solutions Advisor

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

Job summary

Bank of America in the United States seeks a Mortgage Loan Originator to provide specialized service and guidance across borrowing and banking offerings for clients at every life stage.

Responsibilities include acquiring and deepening client relationships, analyzing financial needs, presenting home lending solutions, guiding mortgage applications, and coordinating with internal partners to ensure a smooth, compliant client experience.

Qualifications

• Client management and advisory skills for financial center clients.
• Ability to analyze financial data and provide tailored solutions.
• Proactive client engagement and relationship building.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Skills

Client Management

Client Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Credit Documentation

Credit and Risk Assessment

Pipeline Management

Relationship Building

Attention to Detail

Collaboration

Prospecting

Issue Management

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a Mortgage Loan Originator to provide specialized service and guidance across borrowing and banking offerings for clients at every life stage.

Responsibilities include acquiring and deepening client relationships, analyzing financial needs, presenting home lending solutions, guiding mortgage applications, and coordinating with internal partners to ensure a smooth, compliant client experience.