Mortgage Solutions Advisor: Build Relationships & Home Lending

NBMBAA; Dublin (CA); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America in the United States is seeking a Credit Solutions Advisor II to guide clients through the full spectrum of mortgage and banking options, balancing sales, risk and relationship care. The role requires SAFE Act registration and on-site work with occasional flexibility.

You will help clients achieve their financial goals by tailoring solutions and coordinating with internal partners. Strong communication, analytical skills, and a customer-first mindset are essential as you build

Qualifications

• Minimum of 2 years of mortgage origination experience or equivalent sales/financial solutions experience.
• Excellent interpersonal and communication skills with clients in person and over the phone.
• Ability to analyze financial data and advise on product/pricing policies and guidelines.

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 priorities.
• Presents potential home lending product solutions and guides mortgage application process.
• Connects with clients through outreach and pipeline management activities and conducts follow-up routines.
• Collaborates with leaders to provide guidance and coaching to associates on delivering an exceptional client experience.

Skills

Mortgage origination

Active listening

Professional communication

Analytical thinking

Customer service

Team player

Regulatory compliance

Education

High School Diploma / GED

Tools

MS Office

Job description

Bank of America in the United States is seeking a Credit Solutions Advisor II to guide clients through the full spectrum of mortgage and banking options, balancing sales, risk and relationship care. The role requires SAFE Act registration and on-site work with occasional flexibility.

You will help clients achieve their financial goals by tailoring solutions and coordinating with internal partners. Strong communication, analytical skills, and a customer-first mindset are essential as you build