Credit Solutions Advisor

Position: Credit Solutions Advisor at Bank of America
Elevate your career with Bank of America as a Credit Solutions Advisor. Specialize in residential mortgage solutions while providing personalized financial service to clients at our Santa Clara financial center.

This full-time role involves originating loans and advising clients on First Mortgages, HELOCs, and other banking products. You will play a crucial role in assessing client needs, delivering tailored financial solutions, and ensuring a positive lending experience through effective communication and follow-up. The position requires compliance with the SAFE Act and proactive outreach to nurture client relationships.

Key Responsibilities:

• Offer expert financial advice to clients on various borrowing options

• Build lasting client relationships through focused engagement

• Analyze client financial situations to propose suitable services

• Guide clients in completing their mortgage applications

• Coordinate with internal partners to optimize client experiences

Requirements:

• Minimum 2 years in mortgage origination or consultative sales

• Strong communication skills for client interactions

• Ability to analyze financial data critically

• Proven customer service and problem-solving abilities

• Flexibility to work extended hours as needed

Drive client satisfaction and enhance financial lives at Bank of America with your advisory expertise!
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