Credit Solutions Advisor - Sunnyvale

Bank of America Merrill Lynch

Sunnyvale, CA, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
In-office (specific requirements for office-based attendance)
2 years mortgage origination experience
Safe act registration required
Consultative sales skills
Bank of America Merrill Lynch is seeking a Credit Solutions Advisor for their Sunnyvale location, focusing on originating loans for clients' residential mortgage needs. The role requires strong sales and client relationship skills, along with compliance with SAFE Act registration requirements

Job Summary

  • This role is responsible for originating residential mortgage loans while balancing sales performance, operational risk, and client relationship care.
  • Employees must register with the federal registry system under SAFE Act requirements and maintain good standing to remain in the position.
  • The company offers industry-leading benefits, paid time off, and eligibility for a formulaic incentive plan based on performance metrics.

Matching Summary

Match Score: 75

Bank of America Merrill Lynch is seeking a Credit Solutions Advisor for their Sunnyvale location, focusing on originating loans for clients' residential mortgage needs. The role requires strong sales and client relationship skills, along with compliance with SAFE Act registration requirements.

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 required
  • Consultative sales skills
  • Client relationship management
  • Financial data analysis

Nice-to-have

  • Retail loan origination background
  • Knowledge of FHA and HUD guidelines
  • Experience with Jumbo loans
  • Strong time management abilities
  • Team collaboration mindset

Key Requirements

  • Minimum 2 years mortgage origination experience
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

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