Credit Solutions Advisor - Village Oaks Financial Center

Bank of America

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 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 by leveraging expertise in financial solutions.
  • 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 relationship building
  • Financial data analysis and credit assessment
  • End-to-end client experience management

Nice-to-have

  • Retail loan origination environment experience
  • Knowledge of FHA and HUD guidelines
  • Experience with Conventional, Jumbo, and HELOC products
  • Strong time management and multitasking skills
  • Ability to work weekends and extended hours

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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