Credit Solutions Advisor - Palo Alto Main

Bank of America

Palo Alto, CA, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
Onsite
2 years of mortgage origination experience
Safe act registration compliance
Consultative sales and relationship building
The 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

  • The 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 must effectively balance sales performance, operational risk, and client relationship care while leveraging expertise to help clients achieve their financial goals.
  • This position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance against defined metrics.

Matching Summary

The 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
  • Analyzing financial and credit data
  • Managing full client end-to-end experience

Nice-to-have

  • Experience with Conventional, Jumbo, and HELOC products
  • Knowledge of FHA and HUD guidelines
  • Strong time management and organizational skills
  • Ability to work weekends and extended hours
  • Experience in a retail financial center environment

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

Work Rights

Not specified

Tailored Resume

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