Bank of America
Credit Solutions Advisor - Millbrae
Millbrae · Full-time · Posted Aug 24, 2026
- Experience
- Minimum 2 years of mortgage origination experience, or equivalent experience as described in the posting.
- 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 client needs and recommend tailored borrowing and banking products, including home lending solutions.
- Submit mortgage applications, help gather loan documentation, and keep clients informed throughout the loan process.
- Build and deepen client relationships through outreach, follow-up, and referrals to internal partners.
What they ask for
- At least 2 years of mortgage origination experience, or equivalent experience demonstrating client-needs assessment, relationship-building or business self-sourcing, and consultative sales of tailored financial solutions.
- Ability to analyze financial and credit data and communicate effectively with clients in person and by phone.
- Ability to manage the full client experience, adapt to changing circumstances, and work weekends or extended hours as needed.
- Must meet SAFE Act registration requirements and comply with applicable federal and state policies.
Nice to have
- Retail loan origination experience and knowledge of mortgage products, credit, and home lending requirements.
- Experience in a financial center and knowledge of lending procedures, regulations, FHA and HUD guidelines, or other lending products.
Pay
$26.00 - $30.83 USD hourly pay (base pay)
Model-written summary · the original posting is authoritative