Credit Solutions Advisor - Haywood Road
Core
Provide specialized advice and guidance to financial center clients on borrowing and banking offerings across all life stages, focusing on mortgage origination and relationship building.
Role type
Mortgage origination advisor (IC)
Builds
Mortgage loan products and banking solutions
Domain
Consumer Finance / Mortgage Lending
Deliverable
client delivery
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/HUD guidelines, credit card and vehicle loan knowledge
Technologies
MS applications, laptop technology
Responsibilities
Conduct client meetings to present customized financial solutions, submit mortgage applications and assist with documentation, manage outreach and follow-up routines, refer clients to internal partners, coach financial center associates on client experience
Seniority
Individual Contributor, entry-to-mid level