Credit Solutions Advisor - Bellingham Stallbrook
Core
Originate residential mortgage loans and deliver First Mortgage, HELOC, Auto Loans, and Credit Card products 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
Banking / Consumer Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative sales, client relationship management, financial needs analysis, regulatory compliance (SAFE Act), risk assessment, pipeline management, product knowledge (mortgage, auto, credit cards)
Preferred skills
retail loan origination experience, knowledge of FHA/HUD guidelines, underwriting and closing procedures, MS applications proficiency
Responsibilities
originate residential mortgage loans, present home lending product solutions, submit mortgage applications, assist clients with gathering loan documentation, manage client outreach and follow-up routines, refer clients to internal partners, coach financial center associates on client experience
Seniority
Individual Contributor, entry-to-mid level