Credit Solutions Advisor - 28th Street
Core
Originate residential mortgage loans and deliver a full spectrum of banking products (HELOC, Auto Loans, Credit Cards) to financial center clients.
Role type
Senior IC Credit Solutions Advisor (Mortgage Origination)
Builds
Residential mortgage loans, HELOCs, and other consumer banking products
Domain
Consumer 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), risk assessment
Preferred skills
Retail financial center experience, knowledge of conventional/Jumbo/Government/FHA/HELOC products, underwriting and closing procedures, MS applications
Technologies
MS applications, laptop technology
Responsibilities
Deliver First Mortgage and HELOC lending products in person or by telephone, analyze client financial needs to recommend tailored solutions, manage the full mortgage loan process from application to closing, conduct outreach and pipeline management, provide specialized guidance to financial center associates
Seniority
Mid-level, hands-on IC