Strategic Mortgage Solutions Advisor

Bank of America; Rohnert Park (CA); On-site; USD 54,000 - 65,000; Full time

Job summary

Bank of America in California seeks a Mortgage Originator Advisor II to provide specialized service and guide clients through borrowing and banking options as part of their life plan. The role focuses on acquiring new clients and deepening relationships by presenting tailored solutions and guiding them through the mortgage process.

Responsibilities include evaluating client needs, coordinating mortgage applications, gathering documents, and maintaining proactive communication via calls, email,

Qualifications

• Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.

Responsibilities

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an 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 in California seeks a Mortgage Originator Advisor II to provide specialized service and guide clients through borrowing and banking options as part of their life plan. The role focuses on acquiring new clients and deepening relationships by presenting tailored solutions and guiding them through the mortgage process.

Responsibilities include evaluating client needs, coordinating mortgage applications, gathering documents, and maintaining proactive communication via calls, email,