Credit Solutions Advisor - Seaport Square
Core
Originate residential mortgage loans and deliver a full spectrum of banking products (Auto Loans, Credit Cards) to financial center clients.
Role type
Retail mortgage loan originator and financial advisor
Builds
Residential mortgage loans, HELOCs, auto loans, and credit card products
Domain
Retail banking and residential real estate lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative sales, client relationship building, financial needs analysis, regulatory compliance (SAFE Act), risk assessment, product knowledge (mortgage, auto, credit cards)
Preferred skills
retail loan origination experience, knowledge of FHA/HUD guidelines, underwriting and closing procedures, MS applications proficiency
Responsibilities
originate first mortgage and HELOC lending products, analyze client financial needs to recommend tailored solutions, manage the full mortgage application lifecycle including documentation gathering, conduct outreach and pipeline management, provide coaching to financial center associates
Seniority
Individual Contributor, entry to mid-level