Credit Solutions Advisor - N. Classen
Core
Originate residential mortgage loans and deliver a full spectrum of banking products (HELOC, Auto Loans, Credit Cards) to financial center clients.
Role type
Residential mortgage loan originator / Credit Solutions Advisor
Builds
Residential mortgage loans, HELOCs, Auto Loans, Credit Cards, and Core Banking products
Domain
Retail Banking / Mortgage 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, pipeline management
Preferred skills
Experience in financial center environments, knowledge of government loan programs (FHA/HUD), underwriting and closing procedures, MS applications proficiency
Technologies
MS applications, laptop technology, federal registry systems
Responsibilities
Deliver First Mortgage and HELOC lending products in person or by telephone, analyze client financial needs to recommend tailored solutions, manage the full mortgage loan process from application to closing, conduct outreach and pipeline management, provide coaching to financial center associates
Seniority
Individual Contributor, entry-to-mid level (2+ years experience required)