Credit Solutions Advisor - Southcenter
Core
Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan.
Role type
Mortgage origination advisor
Builds
Home lending product solutions and mortgage applications
Domain
Retail banking and residential 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
Preferred skills
retail loan origination experience, knowledge of conventional/Jumbo/HELOC/Government products, underwriting and closing procedures, FHA and HUD guidelines, credit card and vehicle loan knowledge
Technologies
MS applications, laptop technology
Responsibilities
Conduct client meetings and present customized financial solutions, analyze client financial needs to recommend services, submit mortgage applications and assist with documentation, manage outreach and follow-up routines, respond to client requests and make referrals, provide coaching to financial center associates
Seniority
Individual Contributor, entry to mid-level