Credit Solutions Advisor - Village Oaks Financial Center

Bank of America Merrill Lynch

San Jose, CA, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
2 years mortgage origination experience
Safe act registration compliance
Consultative sales and client advisory
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 in home lending products.
  • This position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance 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 mortgage origination experience
  • SAFE Act registration compliance
  • Consultative sales and client advisory
  • Financial data analysis and credit assessment
  • End-to-end mortgage process management

Nice-to-have

  • Retail loan origination environment experience
  • Knowledge of FHA and HUD guidelines
  • Strong time management and prioritization skills
  • Experience with complex financial data structuring
  • Team collaboration and internal coaching ability

Key Requirements

  • Minimum 2 years of mortgage origination experience
  • SAFE Act registration and background check clearance
  • High School Diploma or GED equivalent
  • Ability to work weekends and extended hours as needed

Work Rights

Not specified

Tailored Resume

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