Residential Mortgage Solutions Advisor

National Black MBA Association; San Antonio, Northern (TX, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Bank of America seeks a Credit Solutions Advisor II to originate residential mortgage loans and provide tailored financial solutions to clients in-person or by phone. This role balances sales, risk, and client care.

Responsibilities include presenting mortgage options, gathering documents, submitting applications, and keeping clients informed throughout the process. SAFE Act registration is required.

Qualifications

• Minimum 2 years of mortgage origination experience or equivalent sales/consultative finance background.
• Ability to assess client needs, build trust, and deepen relationships.
• Strong communication skills, in person and over the phone, with professional etiquette.

Responsibilities

• Provides specialized and personalized service offering guidance on borrowing and banking through life stages.
• Builds and deepens client relationships by leveraging bank capabilities.
• Analyzes client financial needs to recommend suitable financial services.

Skills

Mortgage Origination

Client Management

Customer Service

Communication

Sales Advisory

Regulatory Compliance

Relationship Building

Risk Assessment

Pipeline Management

Attention to Detail

Education

High School Diploma or GED

Tools

MS Office

Job description

Bank of America seeks a Credit Solutions Advisor II to originate residential mortgage loans and provide tailored financial solutions to clients in-person or by phone. This role balances sales, risk, and client care.

Responsibilities include presenting mortgage options, gathering documents, submitting applications, and keeping clients informed throughout the process. SAFE Act registration is required.