Credit Solutions Advisor - Palo Alto Main

Bank of America (GHR)

Palo Alto, CA, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
Onsite
2 years mortgage origination experience
Safe act registration required
Consultative sales skills
This 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

  • This 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 are eligible for incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
  • The position requires adherence to SAFE Act registration requirements, including a federal registry system check and maintaining good standing.

Matching Summary

This 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 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 and HELOC products
  • 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
  • Ability to work weekends and extended hours

Work Rights

Not specified

Tailored Resume

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