Residential Mortgage Solutions Advisor

Bank of America; McLean (VA); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Officer in McLean, VA to originate residential loans and HELOCs, delivering first mortgage products in person or by phone while balancing sales, risk, and client care. The role requires SAFE Act compliance and strong client relationship skills to grow the bank's lending solutions.

Responsibilities include guiding clients through borrowing options, processing applications, collecting documents, and maintaining proactive communication to ensure a smooth

Qualifications

• Minimum of 2 years mortgage origination experience or equivalent sales skills.
• Ability to analyze client needs and provide tailored mortgage solutions.
• Proven communication and referral development with clients.
• Compliance with SAFE Act and regulatory requirements.
• Strong relationship-building and customer service ethos.

Responsibilities

• Provides specialized service guiding clients through borrowing and banking options.
• Builds and deepens relationships with new and existing clients.
• Analyzes financial needs to tailor lending solutions.
• Presents home lending products, processes mortgage applications, and gathers documents.
• Maintains client communication throughout the mortgage process via calls and messages.
• Outreach and pipeline management to meet client needs.
• Partner with leaders to deliver exceptional client experience.

Skills

Client Management

Client Solutions Advisory

Customer and Client Focus

Referral Identification

Risk Management

Client Experience Branding

Credit Documentation Requirements

Credit and Risk Assessment

Pipeline Management

Referral Management

Attention to Detail

Collaboration

Issue Management

Prospecting

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Mortgage Loan Officer in McLean, VA to originate residential loans and HELOCs, delivering first mortgage products in person or by phone while balancing sales, risk, and client care. The role requires SAFE Act compliance and strong client relationship skills to grow the bank's lending solutions.

Responsibilities include guiding clients through borrowing options, processing applications, collecting documents, and maintaining proactive communication to ensure a smooth