Residential Mortgage & Lending Advisor - SoCal

Bank of America; San Diego (CA); On-site; USD 67,000 - 77,000; Full time

Job summary

Bank of America in California seeks a Credit Solutions Advisor II to provide consumer lending guidance and acquire new business through a broad local network. You will work with mortgage products, analyze client financials, and coordinate with loan partners to deliver compliant, customer-focused solutions.

The role requires an ability to source clients independently, manage a pipeline, and adapt to flexible hours while maintaining regulatory compliance and high service levels.

Qualifications

• Experience in loan origination or a related role is required.
• Knowledge of Conventional, Jumbo and Government loan products is preferred.
• Ability to analyze income, assets and liabilities to qualify clients.

Responsibilities

• Provides advice oriented solutions with Consumer Lending and Core Banking products.
• Develops client relationships through community networking and external partners.
• Manages loan pipelines with organization and collaboration with fulfillment partners.
• Complies with federal and state regulations governing real estate lending.

Skills

Business development

Client management

Prospecting

Networking

Relationship building

Credit & risk assessment

Pipeline management

Attention to detail

Education

High School Diploma / GED

Tools

MS Office

Job description

Bank of America in California seeks a Credit Solutions Advisor II to provide consumer lending guidance and acquire new business through a broad local network. You will work with mortgage products, analyze client financials, and coordinate with loan partners to deliver compliant, customer-focused solutions.

The role requires an ability to source clients independently, manage a pipeline, and adapt to flexible hours while maintaining regulatory compliance and high service levels.