Credit Solutions Advisor - Woodside Plaza
Core
Originate residential mortgage loans and deliver a full spectrum of banking products (Auto Loans, Credit Cards) to clients in person or by telephone.
Role type
Retail loan originator / Credit Solutions Advisor
Builds
Residential mortgage loans, HELOCs, Auto Loans, and Credit Cards
Domain
Retail Banking / Consumer 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)
Preferred skills
experience in financial center environments, knowledge of government lending guidelines (FHA/HUD), time management, technology proficiency
Technologies
MS applications, laptop technology, federal registry systems
Responsibilities
originate loans for clients with residential mortgage needs, present home lending product solutions, submit mortgage applications, assist with gathering loan documentation, manage client outreach and pipeline, provide referrals to internal partners
Seniority
Individual Contributor, entry to mid-level (2+ years experience required)