Residential Mortgage Advisor

NBMBAA; Boston, Northern (MA, KY); Hybrid; USD 36,000 - 43,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Boston, MA is seeking a mortgage originator to deliver First Mortgage and HELOC solutions, in person or by phone, balancing sales, risk, and client care.

You will build relationships with new and existing clients, analyze their needs, guide them through the application, gather documents, and coordinate with internal partners to ensure a smooth mortgage process. This role requires SAFE Act registration and may require weekend or extended hours to meet client needs.

Qualifications

• Minimum of 2 years of mortgage origination or equivalent consultative sales experience.
• Ability to analyze financial data and advise clients on product options.
• Strong communication and client relationship skills.

Responsibilities

• Provides specialized service offering advice and guidance to clients across borrowing and banking needs.
• Builds and deepens relationships with clients by leveraging the bank's capabilities.
• Analyzes financial needs and recommends suitable financial services.
• Presents home lending solutions, submits applications, and gathers documentation.
• Keeps clients informed through calls, email, and online messaging throughout the process.
• Partners with leaders to coach associates for exceptional client experience.

Skills

Client Management

Relationship Building

Credit Documentation

Pipeline Management

Phone & In-Person Communication

Attention to Detail

Education

High School Diploma / GED

Tools

MS Office

Job description

Bank of America in Boston, MA is seeking a mortgage originator to deliver First Mortgage and HELOC solutions, in person or by phone, balancing sales, risk, and client care.

You will build relationships with new and existing clients, analyze their needs, guide them through the application, gather documents, and coordinate with internal partners to ensure a smooth mortgage process. This role requires SAFE Act registration and may require weekend or extended hours to meet client needs.