Credit Solutions Advisor - Pine Lake
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
Mortgage Loan Originator / Credit Solutions Advisor
Builds
Residential mortgage loans, HELOCs, Auto Loans, and Credit Cards
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), product knowledge (Conventional, Jumbo, HELOC, Government)
Preferred skills
Financial center experience, complex financial data analysis, structuring and underwriting procedures, FHA/HUD guidelines knowledge
Technologies
MS applications, laptop technology
Responsibilities
Originate loans for clients with residential mortgage needs, deliver First Mortgage and HELOC lending products, analyze client financial needs to recommend services, 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)