Centralized Lending Specialist (mortgage Loan Officer) - Plano, Tx

Bank of America Merrill Lynch

Plano, TX, US
Onsite
1+ year sales or mortgage experience
Safe act registration compliance
Inbound and outbound call handling
Bank of America Merrill Lynch is seeking a Centralized Lending Specialist in Plano, TX, to assist clients with mortgage solutions through exceptional customer service and relationship-building. The role involves handling inbound and outbound calls, analyzing clients' financial goals, and guiding them through the mortgage loan process while adhering to regulatory requirements

Job Summary

  • The role involves answering inbound calls and initiating outbound calls to assist clients with home financing solutions.
  • Employees must register with the federal SAFE Act registry and maintain good standing to remain in the position.
  • The position requires analyzing client financial goals to determine optimal lending products and submitting mortgage applications.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Centralized Lending Specialist in Plano, TX, to assist clients with mortgage solutions through exceptional customer service and relationship-building. The role involves handling inbound and outbound calls, analyzing clients' financial goals, and guiding them through the mortgage loan process while adhering to regulatory requirements.

Skills & Requirements

Must-have

  • 1+ year sales or mortgage experience
  • SAFE Act registration compliance
  • Inbound and outbound call handling

Nice-to-have

  • Contact center experience preferred
  • Knowledge of FHA and HUD guidelines
  • Strong consultative relationship skills

Key Requirements

  • High School Diploma or GED
  • 1+ year sales or mortgage background
  • SAFE Act registration and background check

Work Rights

Not specified

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