Residential Mortgage Solutions Advisor

ghr; Oklahoma City (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a Mortgage Loan Originator/ Credit Solutions Advisor II to originate residential loans and provide tailored guidance to clients in the financial center. The role balances sales performance with risk and client care, and requires SAFE Act registration.

You will assess client needs, present lending options, gather documentation, and guide clients through the mortgage application process with proactive communication via calls, email, and messaging.

Qualifications

• High school diploma or equivalent required; experience in lending or sales is a plus.
• Ability to analyze credit data and advise on policy and guidelines.
• Strong communication, problem-solving, and relationship-building skills.

Responsibilities

• Offers guidance on borrowing and banking offerings to clients through every life stage.
• Builds and deepens client relationships using bank capabilities.
• Assesses financial needs and recommends suitable financial services.
• Presents home lending solutions, submits mortgage applications, collects documents.
• Manages client outreach and follows up to meet needs.

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

Tools

MS Office

Job description

Bank of America is seeking a Mortgage Loan Originator/ Credit Solutions Advisor II to originate residential loans and provide tailored guidance to clients in the financial center. The role balances sales performance with risk and client care, and requires SAFE Act registration.

You will assess client needs, present lending options, gather documentation, and guide clients through the mortgage application process with proactive communication via calls, email, and messaging.