Credit Solutions Advisor - Hanover Washington St
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 mortgage lending specialist
Builds
Residential mortgage loans, HELOCs, and other consumer credit products
Domain
Banking / Consumer 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, product knowledge (Conventional, Jumbo, HELOC, Government)
Preferred skills
Retail loan origination experience, knowledge of FHA/HUD guidelines, underwriting and closing procedures, MS applications proficiency
Responsibilities
Originate loans for clients with residential mortgage needs, analyze client financial needs to recommend tailored financial services, submit mortgage applications and assist with documentation, manage client outreach and pipeline, provide specialized guidance to financial center associates
Seniority
Individual Contributor, entry to mid-level