Residential Mortgage Solutions Advisor

ghr; Oklahoma City (OK); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a mortgage originator to service residential mortgage clients, delivering First Mortgage and HELOC products in-person or by phone. The role balances sales results with risk management and client care, while adhering to SAFE Act registration and background checks.

The position emphasizes building relationships, guiding clients through the loan process, and coordinating with internal partners to deliver tailored financial solutions.

Qualifications

• Proven ability to assess client needs and provide tailored financial solutions.
• Active listening to determine client goals and engage proactively.
• Professional communication in person and over the phone.
• Ability to analyze financial and credit data to advise on product policies.
• Strong customer service skills to manage end‑to‑end client experience.
• Thorough understanding of regulatory and compliance requirements.

Responsibilities

• Provides guided service to clients through borrowing and banking offerings at each life stage.
• Builds and deepens client relationships leveraging bank capabilities.
• Recommends financial services aligning with client priorities.
• Presents home lending solutions, submits mortgage applications, gathers documents, and communicates progress.
• Performs outreach and pipeline management with consistent follow‑ups.
• Refers clients to internal partners based on needs and opportunities.
• Partners with leaders to coach associates on delivering an exceptional client experience.

Skills

Client Management

Solutions Advisory

Customer Focus

Relationship Building

Pipeline Management

Risk Management

Attention to Detail

Team Collaboration

Education

High School Diploma / GED

Job description

Bank of America is seeking a mortgage originator to service residential mortgage clients, delivering First Mortgage and HELOC products in-person or by phone. The role balances sales results with risk management and client care, while adhering to SAFE Act registration and background checks.

The position emphasizes building relationships, guiding clients through the loan process, and coordinating with internal partners to deliver tailored financial solutions.