Credit Solutions Advisor - Cornerstone
Core
Originate residential mortgage loans and deliver a full spectrum of banking products (Auto Loans, Credit Cards) to financial center clients.
Role type
Retail loan originator / Credit Solutions Advisor
Builds
Residential mortgage loans, HELOCs, Auto Loans, and Credit Cards
Domain
Retail Banking / Consumer 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, product knowledge (mortgage, auto, credit cards)
Preferred skills
experience in retail loan origination, knowledge of FHA/HUD guidelines, underwriting and closing procedures, complex financial data analysis
Technologies
MS applications, laptop technology
Responsibilities
originate First Mortgage and HELOC lending products, 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)