Residential Mortgage Solutions Advisor

Bank of America; California (MO); On-site; USD 74,501,000 - 88,340,000; Full time

Job summary

Bank of America is seeking a Mortgage Solutions Advisor II to originate residential mortgages and HELOCs, delivering expert guidance to clients in person or by phone. You will balance sales, risk, and service while ensuring compliance with SAFE Act requirements.

The role emphasizes client-centric lending, cross‑selling banking products, and building lasting client relationships within the financial center. The position requires local in‑office availability and flexibility for scheduling.

Qualifications

• Minimum of 2 years of mortgage origination experience or equivalent.
• Ability to assess client needs, leadership ability, and build trust.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan.
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities.
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
• Connects with clients through outreach and pipeline management activities and conducts consistent follow‑up routines to meet client needs.
• Responds to client requests and makes referrals to appropriate internal partners based on client needs.
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Skills

Client Management

Solutions Advisory

Customer Focus

Referral Identification

Risk Management

Client Experience

Branding

Credit Documentation

Credit Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma

Tools

MS Office

Job description

Bank of America is seeking a Mortgage Solutions Advisor II to originate residential mortgages and HELOCs, delivering expert guidance to clients in person or by phone. You will balance sales, risk, and service while ensuring compliance with SAFE Act requirements.

The role emphasizes client-centric lending, cross‑selling banking products, and building lasting client relationships within the financial center. The position requires local in‑office availability and flexibility for scheduling.