Mortgage Solutions Advisor

NBMBAA; Tukwila (WA); On-site; USD 36,000 - 41,000; Full time

Job summary

Bank of America is seeking a mortgage-oriented client advisor to deliver personalized guidance across borrowing and banking products. You will meet with clients, assess financial needs, and present tailored home lending solutions.

The role emphasizes balancing sales performance with risk management and a strong focus on client experience. You will guide applicants through the mortgage process, gather required documentation, and collaborate with internal teams to ensure timely, accurate outcomes.

Qualifications

• Minimum high school diploma or equivalent required.
• Experience in mortgage origination and financial guidance preferred.
• Strong communication and client-facing skills essential.

Responsibilities

• Provide specialized, personalized service with mortgage and banking solutions.
• Build and deepen client relationships through meetings and proactive outreach.
• Analyze financial needs and tailor product recommendations.
• Assist clients with mortgage applications and document collection.
• Maintain regular follow-up via calls, email, and messaging.
• Coordinate with internal partners to ensure a seamless client experience.
• Adhere to regulatory and compliance requirements throughout the process.

Skills

Mortgage Origination

Client Management

Financial Advisory

Sales & Service

Communication

Education

High School Diploma

Tools

MS Office

Job description

Bank of America is seeking a mortgage-oriented client advisor to deliver personalized guidance across borrowing and banking products. You will meet with clients, assess financial needs, and present tailored home lending solutions.

The role emphasizes balancing sales performance with risk management and a strong focus on client experience. You will guide applicants through the mortgage process, gather required documentation, and collaborate with internal teams to ensure timely, accurate outcomes.