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Bank of America is seeking a Credit Solutions Advisor in Agoura, CA, responsible for originating loans and providing personalized financial services to clients. The ideal candidate should have mortgage origination experience and a strong focus on client relationships while working in a fast-paced, team-oriented environment.
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Job Summary
This role is responsible for originating loans for clients with residential mortgage needs as the primary lending specialist within the financial center.
Employees must effectively balance sales performance, operational risk, and client relationship care while adhering to SAFE Act registration requirements.
The position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance metrics.
Matching Summary
Match Score: 75
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Bank of America is seeking a Credit Solutions Advisor in Agoura, CA, responsible for originating loans and providing personalized financial services to clients. The ideal candidate should have mortgage origination experience and a strong focus on client relationships while working in a fast-paced, team-oriented environment.
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Salary
Base: $25.00 - $29.61 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included
Skills & Requirements
Must-have
2 years of mortgage origination experience
SAFE Act registration compliance
Consultative sales and relationship building
Financial data analysis and credit assessment
Full end-to-end loan process management
Nice-to-have
Experience meeting or exceeding financial goals
Knowledge of FHA and HUD guidelines
Ability to work weekends and extended hours
Strong time management and multitasking skills
Experience with Conventional, Jumbo, and Government loans