Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese
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, credit cards
Domain
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 building, financial needs analysis, regulatory compliance (SAFE Act), loan documentation gathering, risk assessment
Preferred skills
retail loan origination experience, knowledge of conventional/jumbo/Government/FHA/HELOC products, structuring and underwriting procedures, MS applications proficiency
Technologies
MS applications, laptop technology
Responsibilities
Present home lending product solutions, submit mortgage applications, assist clients with gathering supporting loan documentation, conduct outreach and pipeline management, respond to client requests and make referrals, provide specialized guidance to financial center associates
Seniority
Individual Contributor, entry-to-mid level (2+ years experience required)