Residential Mortgage Solutions Specialist

ghr; Carrollton (TX); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America is seeking a mortgage originator to service residential lending needs and to originate loans for clients in person or by phone, balancing sales with risk and client care. The role requires SAFE Act registration and strong relationship management across banking products.

The position emphasizes in-office collaboration, flexibility for additional hours, and a focus on delivering tailored financial solutions while maintaining regulatory compliance.

Qualifications

• Minimum of 2 years of mortgage origination experience, or equivalent demonstrated sales/solutions ability.
• Active listening to determine client needs and goals, proactive client interaction.
• Professional communication in person and by phone, confident and clear.
• Analyzes financial/credit data to advise on products and policies.
• Strong customer service skills; manages end-to-end client experience and resolves issues.
• Effective written and verbal communication; ability to adapt to changing circumstances.
• Dedication, enthusiasm, work ethic, and willingness to work weekends/extended hours.

Responsibilities

• Provide specialized service and guidance across borrowing and banking offerings.
• Build and deepen client relationships leveraging bank capabilities.
• Analyze client financial needs; recommend suitable financial services.
• Present home lending solutions, submit mortgage applications, gather docs, keep clients informed.
• Pursue outreach to manage pipeline and follow up with clients.
• Respond to client requests and refer to internal partners as needed.
• Partner with leaders to coach associates for exceptional client experiences.

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

CRM software

Job description

Bank of America is seeking a mortgage originator to service residential lending needs and to originate loans for clients in person or by phone, balancing sales with risk and client care. The role requires SAFE Act registration and strong relationship management across banking products.

The position emphasizes in-office collaboration, flexibility for additional hours, and a focus on delivering tailored financial solutions while maintaining regulatory compliance.