Private Wealth Mortgage Advisor

Bank of America; Westlake (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Merrill Financial Advisors seek an experienced Mortgage Loan Originator to build a network of referrals for residential lending opportunities. You will respond to inquiries, interview potential borrowers, determine objectives, and advise on product policies while ensuring regulatory compliance.

The role requires managing client relationships, negotiating terms, and guiding loans through final approval and closing, with attention to data quality and referral-driven growth.

Qualifications

• Minimum of five years in a loan origination role serving UHNW/affluent clients.
• Proven track record in prospecting, lead generation, and closing loans.
• Strong knowledge of credit solutions and mortgage products.
• Experience with processing, underwriting, or closing.
• Understanding of federal real estate lending regulations.
• Excellent written and verbal communication; self-motivated.

Responsibilities

• Manage prospecting clients and initial structuring to meet lending objectives.
• Negotiate lending terms and prepare supporting documentation.
• Build and maintain a referral network for lending opportunities.
• Guide clients through loan approval and closing; ensure data quality.
• Keep up-to-date with lending programs, policies, and regulatory requirements.
• Balance multiple tasks aligned with bank strategy.

Skills

Client Solutions

Networking

Attention to Detail

Credit Documentation

Loan Structuring

Referral Management

Active Listening

Negotiation

Education

High School Diploma

Tools

MS Office

Job description

Bank of America Merrill Financial Advisors seek an experienced Mortgage Loan Originator to build a network of referrals for residential lending opportunities. You will respond to inquiries, interview potential borrowers, determine objectives, and advise on product policies while ensuring regulatory compliance.

The role requires managing client relationships, negotiating terms, and guiding loans through final approval and closing, with attention to data quality and referral-driven growth.