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Bank of America Merrill Lynch is seeking a Credit Solutions Advisor to provide personalized financial guidance and support to clients at their South Coast Center in Santa Ana, CA. The ideal candidate should have a strong background in mortgage origination and client relationship management, with a commitment to delivering tailored financial solutions.
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Job Summary
This role provides specialized advice on borrowing and banking offerings to help clients achieve their financial goals throughout their life plan.
Employees must maintain SAFE Act registration and pass a background check as required by federal law for mortgage originations.
The position offers formulaic incentive opportunities based on performance metrics and access to industry-leading benefits including paid time off.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Credit Solutions Advisor to provide personalized financial guidance and support to clients at their South Coast Center in Santa Ana, CA. The ideal candidate should have a strong background in mortgage origination and client relationship management, with a commitment to delivering tailored financial solutions.
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Salary
Base: $25.00 - $29.61 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
2 years mortgage origination experience
SAFE Act registration compliance
Consultative sales and client needs assessment
End-to-end mortgage loan process management
Ability to work weekends and extended hours
Nice-to-have
Knowledge of FHA and HUD guidelines
Experience with Jumbo and HELOC products
Strong time management and organization skills
Proven record in retail loan origination
Ability to analyze complex financial data
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 lending regulations