Credit Solutions Advisor - Five Points - Spanish Required
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
Consultative sales, client relationship building, financial needs analysis, regulatory compliance (SAFE Act), risk assessment, pipeline management
Preferred skills
Retail loan origination experience, knowledge of Conventional/Jumbo/Government mortgage products, underwriting and closing procedures, MS applications proficiency
Technologies
MS applications, laptop technology
Responsibilities
Present home lending product solutions, submit mortgage applications, assist with loan documentation, conduct outreach and pipeline management, refer clients to internal partners, provide coaching to associates
Seniority
Individual Contributor, entry to mid-level