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

Bank of America

Plano, TX, US
Onsite
Answering inbound calls
Initiating outbound calls
Client financial goal analysis
This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit

Job Summary

  • This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Matching Summary

This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit.

Skills & Requirements

Must-have

  • Answering inbound calls
  • Initiating outbound calls
  • Client financial goal analysis
  • Mortgage application submission
  • Loan documentation gathering
  • SAFE Act registration required

Nice-to-have

  • Strong relationship-deepening mentality
  • Proactive client interaction
  • Ability to assess client needs
  • Commitment to professional ethic
  • Balancing performance and risk

Key Requirements

  • 1+ year sales and mortgage experience
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter