Credit Solutions Advisor - Bellevue
Core
Provide specialized advice and guidance to financial center clients on borrowing and banking offerings, managing the full mortgage loan process from application to closing.
Role type
Mortgage origination advisor (IC)
Builds
Mortgage loan products and client relationships
Domain
Banking / Real Estate Lending
Required skills
Consultative sales, client relationship management, financial data analysis, regulatory compliance (SAFE Act), end-to-end loan process management, prospecting, risk assessment
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, online messaging platforms
Responsibilities
Conduct client meetings to present customized financial solutions, submit mortgage applications and assist with documentation, manage outreach and pipeline activities, respond to client requests and make referrals, partner with leaders to coach associates on client experience
Seniority
Entry-level to Mid-level, hands-on IC