Credit Solutions Advisor - Santa Barbara Main
Core
Originate residential mortgage loans and deliver a full spectrum of banking products (Auto Loans, Credit Cards) to financial center clients.
Role type
Mortgage Loan Originator / Credit Solutions Advisor
Builds
Residential mortgage loans, HELOCs, Auto Loans, and Credit Cards
Domain
Retail Banking / Real Estate 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 environments, knowledge of government loan programs (FHA, HUD), structuring and closing procedures
Technologies
MS applications, laptop technology
Responsibilities
originate loans for clients with residential mortgage needs, analyze client financial needs to recommend tailored financial solutions, manage the full mortgage loan process from application to closing, conduct outreach and pipeline management, provide specialized guidance to financial center associates
Seniority
Individual Contributor, entry to mid-level (2+ years experience required)