Mortgage Solutions Advisor — Client-Focused Lending

Bank of America; Arroyo Grande (CA); On-site; USD 74,501,000 - 88,464,000; Full time

Job summary

Bank of America is seeking a Mortgage Solutions Advisor II in Arroyo Grande, CA. The role centers on originating residential loans, including First Mortgage and HELOC, while balancing sales, risk, and client care.

You will guide clients through applications, gather documents, and communicate progress via calls and messages, with SAFE Act regulatory requirements applying. You will build relationships, analyze client needs, and collaborate with partners to deliver exceptional service and outcomes

Qualifications

• Minimum of 2 years of mortgage origination experience or equivalent sales experience.
• Active listener who proactively engages clients and plans next steps.
• Professional communication, in person and over the phone.
• Ability to analyze financial/credit data and advise on product guidelines.
• Strong customer service and problem resolution skills.
• Thorough, ethical, and compliant with federal/state rules.

Responsibilities

• Provides full-spectrum borrowing and banking guidance to clients.
• Builds relationships by leveraging bank capabilities with new/existing clients.
• Assesses needs and recommends suitable financial services.
• Helps clients with mortgage applications and documentation, communicates status.
• Maintains outreach and follow-up to meet client needs.
• Responds to requests and directs referrals to internal partners.
• Collaborates with leaders to coach associates on client experience.

Skills

Client Management

Relationship Building

Prospecting

Pipeline Management

Credit Documentation

Attention to Detail

Communication

Team Collaboration

Adaptability

Education

High School Diploma / GED

Job description

Bank of America is seeking a Mortgage Solutions Advisor II in Arroyo Grande, CA. The role centers on originating residential loans, including First Mortgage and HELOC, while balancing sales, risk, and client care.

You will guide clients through applications, gather documents, and communicate progress via calls and messages, with SAFE Act regulatory requirements applying. You will build relationships, analyze client needs, and collaborate with partners to deliver exceptional service and outcomes