Credit Solutions Advisor - Millbrae
Core
Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings.
Role type
Mortgage origination advisor
Builds
Home lending product solutions and mortgage applications
Domain
Banking / Mortgage lending
Deliverable
product features
Required skills
Client relationship management, Financial needs analysis, Mortgage product knowledge, Regulatory compliance (SAFE Act), Consultative sales, Loan documentation gathering, Pipeline management
Preferred skills
Retail loan origination experience, Knowledge of Conventional/Jumbo/HELOC/Government products, Credit and home lending requirements, Structuring and underwriting procedures, FHA and HUD guidelines, MS applications proficiency
Responsibilities
Conduct client meetings to present customized financial solutions, Analyze client financial needs and 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