Credit Solutions Advisor - Rohnert Park
Core
Provide specialized advice and guidance to financial center clients on borrowing and banking offerings, managing the full mortgage loan process from application to closing.
Role type
Mortgage loan originator / Credit Solutions Advisor
Builds
Mortgage loan products and banking solutions for retail clients
Domain
Retail banking / Mortgage 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, mortgage product knowledge, regulatory compliance (SAFE Act), risk assessment, pipeline management, document gathering
Preferred skills
Retail loan origination experience, knowledge of conventional/Jumbo/HELOC/Government products, underwriting and closing procedures, FHA/HUD guidelines, credit card and vehicle loan knowledge, MS applications proficiency
Technologies
MS applications, laptop technology, federal registry systems
Responsibilities
Conduct client meetings to present customized financial solutions, submit mortgage applications and assist with documentation, manage outreach and follow-up routines, analyze financial data to recommend products, refer clients to internal partners, coach financial center associates
Seniority
Individual Contributor, entry-to-mid level