Credit Solutions Advisor - Palo Alto Main

Bank of America (GHR)

Palo Alto, CA, US
Base: $25.00 - $29.61 hourly; bonus/equity: formul...
Onsite
Mortgage origination experience
Consultative sales
Financial needs analysis
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.
  • This role is eligible to participate in a formulaic incentive plan and is currently benefits eligible, providing industry-leading benefits, access to paid time off, resources and support.

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
  • Financial needs analysis
  • Client relationship care
  • SAFE Act registration

Nice-to-have

  • Client experience branding
  • Team player and collaborator
  • Adapt to changing circumstances
  • Strong work ethic
  • Desire to interact proactively

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter