Credit Solutions Advisor - Corona Plaza - Spanish language Fluency Preferred
Core
Originate residential mortgage loans and deliver HELOC, auto loan, and credit card products to clients in person or by telephone.
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
Mortgage origination, consultative sales, client relationship management, financial needs analysis, regulatory compliance (SAFE Act), risk assessment
Preferred skills
Complex financial data analysis, knowledge of conventional/Jumbo/Government mortgage products, structuring and underwriting procedures, pipeline management
Technologies
MS applications, laptop technology
Responsibilities
Present home lending product solutions, submit mortgage applications, assist with loan documentation, conduct outreach and follow-up, refer clients to internal partners, provide coaching to associates
Seniority
Individual Contributor, entry-to-mid level