Credit Solutions Advisor - Tustin
Core
Originate residential mortgage loans and deliver HELOC, auto loan, and credit card products to financial center clients.
Role type
Mortgage loan originator / Credit Solutions Advisor
Builds
Residential mortgage loans, HELOCs, auto loans, and credit cards
Domain
Banking / Consumer Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative sales, client relationship management, financial needs analysis, regulatory compliance (SAFE Act), risk assessment, product knowledge (mortgage, auto, credit)
Preferred skills
experience in financial center retail environment, knowledge of FHA/HUD guidelines, structuring and closing procedures, MS applications proficiency
Technologies
MS applications, laptop technology
Responsibilities
originate residential mortgage loans, deliver HELOC and auto loan products, analyze client financial needs, manage loan applications and documentation, conduct outreach and pipeline management, provide coaching to associates
Seniority
Individual Contributor, entry-to-mid level