Credit Solutions Advisor - South Coast Center

Bank of America

Santa Ana, CA, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
2 years of mortgage origination experience
Safe act registration compliance
Consultative sales and relationship building
This role is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings

Job Summary

  • This role is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.
  • Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while allowing flexibility based on role-specific considerations.

Matching Summary

This role is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.

Salary

Base: $25.00 - $29.61 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 2 years of mortgage origination experience
  • SAFE Act registration compliance
  • Consultative sales and relationship building
  • Financial data analysis and credit assessment
  • End-to-end client experience management

Nice-to-have

  • Knowledge of FHA and HUD guidelines
  • Experience with Conventional and Jumbo loans
  • Strong time management and prioritization skills
  • Ability to work weekends and extended hours
  • Collaboration with internal partners and leaders

Key Requirements

  • Minimum 2 years mortgage origination experience
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent
  • Compliance with Federal and State regulations

Work Rights

Not specified

Tailored Resume

Cover Letter