Credit Solutions Advisor - Woodlands

We are looking for an experienced Mortgage Originator to join our financial center team. The role focuses on originating residential mortgage loans and delivering a full range of banking products while balancing sales performance, operational risk, and client relationship care.

• Provide 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 their life plans.
• Build and deepen relationships with new and existing clients by leveraging the full capabilities of the bank.
• Analyze clients’ financial needs and apply knowledge of borrowing and banking to recommend financial services that best align with each client’s unique priorities.
• Present potential home‑lending product solutions, submit mortgage applications, assist clients with gathering supporting documentation, and keep clients informed throughout the mortgage loan process via outbound calls, email, and online messaging.
• Connect with clients through outreach and pipeline‑management activities and conduct consistent follow‑up routines to meet client needs.
• Respond to client requests and make referrals to appropriate internal partners based on client needs.
• Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to associates regarding delivery of an exceptional client experience.

• 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

• Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, lead, build trust, deepen relationships, and self‑source business combined with a proven record in consultative sales and delivering tailored financial solutions.
• Active listening to determine client needs and goals, with a desire to engage proactively.
• Professional, effective, confident communication skills, comfortable engaging clients in person and over the phone.
• Critical thinking ability to analyze financial and credit data to advise clients on product/pricing policies and guidelines, and to gather required information.
• Strong customer service skills with the ability to manage the full client end‑to‑end experience and resolve issues.
• Excellent written and verbal communication skills.
• Ability to handle ambiguity and adapt to changing circumstances.
• Dedicated, enthusiastic, driven, and performance‑oriented with a strong work ethic.
• Flexibility to work weekends and/or extended hours as needed.
• A true team player and collaborator, translating knowledge and experience into strong, productive internal and external relationships.
• Ability to learn and understand technology.
• Commitment to professional ethics, thorough incorporation of regulatory due diligence, and compliance with all federal and state policies.

• Experience working in a financial center where goals were met or exceeded.
• Knowledge of analyzing and comprehending complex financial data and providing financial alternatives.
• Knowledge of banking products and services.
• Solid time‑management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Experience in a loan origination role in a retail environment and knowledge of mortgage products (Conventional, Jumbo, HELOC, Government).
• Understanding of structuring, processing, underwriting, and closing procedures.
• Familiarity with federal regulations governing real‑estate lending (FHA, HUD guidelines).
• Experience with other lending products (Credit Card, Vehicle Loans).
• Strong computer skills including MS Office and prior experience utilizing laptop technology.

High School Diploma / GED / Secondary School or equivalent.

1st Shift (United States of America)

40