Bank of America
Credit Solutions Advisor - Burlingame
Burlingame · Full-time · Posted Oct 15, 2026
- Experience
- Minimum 2 years of mortgage origination experience, or equivalent experience demonstrating specified client advisory, relationship-building, and consultative sales capabilities.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises financial center clients on borrowing and banking solutions, originates mortgage applications, and builds client relationships through personalized service and follow-up.
What you'll do
- Assess clients’ financial needs and recommend suitable borrowing and banking products, including home lending solutions.
- Submit mortgage applications, help clients gather loan documentation, and keep them updated throughout the loan process.
- Develop client relationships through outreach and follow-up, make referrals, and coach financial center associates on client experience.
What they ask for
- At least 2 years of mortgage origination experience, or equivalent experience demonstrating client needs assessment, relationship-building, and consultative sales ability.
- Strong client service, communication, relationship-building, and problem-resolution skills.
- Ability to analyze financial and credit data and comply with federal and state requirements.
- Flexibility to work weekends and/or extended hours as needed; SAFE Act registration and background check are required.
Nice to have
- Retail loan origination experience and knowledge of mortgage products, credit, and home lending requirements.
- Knowledge of banking products, lending regulations, FHA and HUD guidelines, and loan processing procedures.
Pay
$26.00 - $30.83 USD hourly pay (base pay)
Tools
MS applications
Model-written summary · the original posting is authoritative