Credit Solutions Advisor - West Broad - Spanish Preferred
Core
Originate residential mortgage loans and deliver HELOC, auto loan, and credit card products to clients in person or by telephone.
Role type
Senior IC mortgage loan originator
Builds
Residential mortgage loans, HELOCs, auto loans, and credit cards
Domain
Banking / Mortgage 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, financial needs analysis, regulatory compliance (SAFE Act), credit documentation gathering, pipeline management
Preferred skills
Retail loan origination experience, knowledge of conventional/Jumbo/Government mortgage products, underwriting and closing procedures, FHA/HUD guidelines, 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 financial services, submit mortgage applications and assist with gathering supporting documentation, conduct outreach and pipeline management, respond to client requests and make referrals to internal partners, provide specialized guidance and coaching to financial center associates
Seniority
Mid-level, hands-on IC