Credit Solutions Advisor - Castro Valley

Bank of America

Castro Valley, California, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
Mortgage origination experience
Consultative sales
Client relationship management
This job 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 at each stage of client's life plan

Job Summary

  • This job 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 at each stage of client's life plan.
  • Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job 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 at each stage of client's life plan.

Salary

Base: $25.00 - $29.61 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Mortgage origination experience
  • Consultative sales
  • Client relationship management
  • Financial needs analysis
  • Risk management
  • Client experience delivery

Nice-to-have

  • Proactive client interaction
  • Critical thinking
  • Adaptability
  • Strong work ethic
  • Team player
  • Professional ethics

Key Requirements

  • Minimum of 2 years mortgage origination experience
  • SAFE Act registration requirements
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

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