Credit Solutions Advisor - Alum Rock - Preferred Spanish
Core
Originate residential mortgage loans and deliver HELOC, auto loan, and credit card products to clients in person and via 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
Retail loan origination experience, knowledge of conventional/jumbo/FHA/Government mortgage products, underwriting and closing procedures, MS applications proficiency
Technologies
MS applications, laptop technology
Responsibilities
Present home lending product solutions and submit mortgage applications, analyze client financial needs to recommend tailored financial services, manage client outreach and pipeline, provide specialized guidance to financial center associates
Seniority
Individual Contributor, entry-to-mid level