Credit Solutions Advisor - Antioch - Bilingual Spanish Required
Core
Provide specialized advice and guidance to financial center clients on borrowing and banking offerings, focusing on mortgage origination and client relationship management.
Role type
Mortgage origination advisor (IC)
Builds
Mortgage loan applications and client financial solutions
Domain
Banking / Mortgage Lending
Deliverable
client delivery
Required skills
Mortgage origination, client relationship management, financial needs analysis, regulatory compliance (SAFE Act), bilingual Spanish
Preferred skills
Retail loan origination, knowledge of conventional/Jumbo/HELOC/Government products, underwriting and closing procedures, credit card and vehicle loan knowledge
Technologies
MS applications, laptop technology
Responsibilities
Conduct client meetings to present customized borrowing and banking solutions, analyze client financial needs and recommend services, submit mortgage applications and assist with documentation, manage outreach and pipeline activities, respond to client requests and make referrals, provide coaching to financial center associates
Seniority
Individual Contributor, entry-to-mid level