Residential Mortgage & Credit Solutions Advisor

Bank of America; San Jose (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America is hiring a Mortgage Origination professional to serve clients seeking residential loans and HELOCs. You will originate, assess needs, gather documentation, and guide clients through the application and closing steps.

You will collaborate with branch teams to provide tailored financial solutions, maintain compliance, and support a seamless client experience. This role requires strong communication and relationship-building skills.

Qualifications

• Minimum education equals high school diploma or equivalent.
• Experience in mortgage origination or related consultative sales.
• Ability to assess client needs and provide financial guidance.

Responsibilities

• Provide tailored mortgage lending guidance to clients across life stages.
• Build and deepen client relationships using bank capabilities.
• Analyze financial data and advise on product pricing and eligibility.
• Present home lending options, collect documents, and track the process.
• Coordinate with internal partners to deliver exceptional client experience.

Skills

Mortgage origination

Client management

Sales advisory

Communication

Attention to detail

Team player

Regulatory compliance

Education

High School Diploma

Tools

CRM systems

MS Office

Job description

Bank of America is hiring a Mortgage Origination professional to serve clients seeking residential loans and HELOCs. You will originate, assess needs, gather documentation, and guide clients through the application and closing steps.

You will collaborate with branch teams to provide tailored financial solutions, maintain compliance, and support a seamless client experience. This role requires strong communication and relationship-building skills.