Credit Solutions Advisor - South Lake Union Financial Center

Credit Solutions Advisor - South Lake Union Financial Center

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At Bank of America, our purpose is to help make financial lives better through every connection. This role supports Responsible Growth by delivering client, teammate, community, and shareholder value. We are committed to an inclusive workplace, employee well‑being, performance recognition, and community impact. The position is in‑office with flexibility based on role‑specific considerations.

This position is responsible for providing specialized and personalized service to financial center clients, guiding them through the full spectrum of borrowing and banking offerings at all stages of their life plan. Key responsibilities include acquiring new and deepening existing client relationships, conducting client meetings, presenting customized solutions, and balancing sales performance, operational risk, and client care. The role requires SAFE Act registration for residential loan mortgage originations.

• Provide specialized and personalized service offering advice and guidance to financial center clients across borrowing and banking offerings.
• Build and deepen relationships with new and existing clients using the full capabilities of the bank.
• Analyze client financial needs and recommend tailored financial services aligned with unique priorities.
• Present mortgage product solutions, submit applications, assist with documentation, and keep clients informed throughout the loan process via calls, email, and messaging.
• Connect with clients through outreach, pipeline management activities, and consistent follow‑up routines.
• Respond to client requests and make referrals to appropriate internal partners.
• Partner with financial center leaders, performance managers, and market leaders to coach associates on delivering exceptional client experiences.

• Minimum 2 years of mortgage origination experience. Equivalent experience in roles such as Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor, or Financial Solutions Advisor for 1 year.
• Knowledge of credit and home lending requirements.
• Active listening to determine client needs and goals.
• Professional, effective, and confident communication in person and over the phone.
• Critical thinking and ability to analyze financial and credit data.
• Strong customer service skills, managing end‑to‑end client experience and resolution.
• Excellent written and verbal communication skills.
• Ability to handle ambiguity and adapt to changing circumstances.
• Dedicated, enthusiastic, driven, performance‑oriented with a strong work ethic.
• Flexibility to work weekends and/or extended hours as needed.
• Team player and collaborator, translating knowledge and experience into productive relationships.
• Comfortable learning and understanding technology.
• Commitment to professional ethics and thorough compliance with federal and state regulations.

• Experience in a financial center with goals consistently met or exceeded.
• Ability to analyze complex financial data and provide financial alternatives.
• Knowledge of banking products and services.
• Solid time‑management skills and multitasking ability.
• Experience in loan origination, knowledge of mortgage products (Conventional, Jumbo, HELOC, Government), and closing procedures.
• Familiarity with federal real‑estate lending regulations, FHA, HUD guidelines.
• Knowledge of additional lending products (Credit Card, Vehicle Loans).
• Computer skills including MS applications and prior use of laptop technology.

• 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

High School Diploma / GED / Secondary School or equivalent.

1st shift (United States of America)

40

Entry level

Full‑time

Consulting, Information Technology, and Sales

Banking

Seattle, WA – $95,000.00‑$