Credit Solutions Advisor - Rural Baseline
Core
Originate residential mortgage loans, HELOCs, and other consumer credit products (auto, credit cards) for clients in financial centers.
Role type
Senior IC mortgage loan originator
Builds
Residential mortgage loans, HELOCs, auto loans, and credit cards
Domain
Consumer banking and residential real estate lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Mortgage origination, consultative sales, client relationship management, credit and risk assessment, regulatory compliance (SAFE Act), financial data analysis
Preferred skills
Retail loan origination experience, knowledge of conventional/Jumbo/Government/FHA/HELOC products, underwriting and closing procedures, MS applications proficiency
Technologies
MS applications, laptop technology
Responsibilities
Deliver First Mortgage and HELOC lending products in person or by telephone, analyze client financial needs to recommend tailored solutions, manage the full mortgage loan process from application to closing, conduct outreach and pipeline management, provide coaching to financial center associates
Seniority
Mid-level, hands-on IC