Client Solutions Advisor – Mortgage Products

Join Bank of America as a Client Solutions Advisor focusing on mortgage products. This role entails providing specialized advice and fulfilling clients' residential financial needs in Redwood City.

In this full-time position, you will advise clients on their mortgage options, including First Mortgages and HELOCs, while managing the complete client experience. Your responsibility extends to maintaining regulatory compliance and ensuring excellent relationship management through effective communication and follow-ups with clients.

Key Responsibilities:

• Advise clients on suitable mortgage and banking products

• Foster relationships with new and existing clients

• Assist clients in completing mortgage applications

• Manage client outreach and follow-up activities

• Provide specialized coaching to team associates

Requirements:

• 2+ years in mortgage origination or relevant experience

• Exceptional listening and client interaction skills

• Proven ability to analyze financial data

• Strong written and verbal communication skills

• Willingness to adapt to changing situations

Utilize your expertise to enhance client financial journeys at Bank of America.
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