Bank of America
Credit Solutions Advisor - Serramonte Plaza
Daly City · Full-time · Posted Aug 17, 2026
- Experience
- Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating specified client, leadership, relationship-building, business-sourcing, and consultative-sales capabilities.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises financial center clients on borrowing and banking options, originates mortgage applications, and builds client relationships through tailored solutions and follow-up.
What you'll do
- Assess client needs and recommend suitable borrowing and banking products.
- Present home lending solutions, submit mortgage applications, and guide clients through the loan process.
- Build and deepen client relationships through outreach, follow-up, and referrals.
What they ask for
- At least 2 years of mortgage origination experience, or equivalent experience demonstrating client assessment, relationship-building, and consultative sales abilities.
- Strong client communication and customer service skills, including in-person and phone engagement.
- Ability to analyze financial and credit data and follow applicable regulatory and compliance policies.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Retail loan origination experience and knowledge of mortgage products, credit, and home lending requirements.
- Experience in a financial center with goals met or exceeded; strong computer skills, including MS applications.
Pay
USD $26.00 - $30.83 hourly pay (base salary)
Tools
MS applications
Model-written summary · the original posting is authoritative