Credit Solutions Advisor

4 weeks ago


Rancho Cordova, California, United States Bank of America Full time

Job Description:

Credit Solutions Advisor at Bank of America

About the Role:

We are seeking a skilled Credit Solutions Advisor to join our team at Bank of America. As a Credit Solutions Advisor, you will be responsible for providing personalized financial solutions to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Acquire and deepen client relationships by conducting client meetings and presenting customized solutions
  • Recommend financial advice and guidance that align with clients' financial goals and needs
  • Analyze clients' financial needs and apply knowledge of borrowing and banking to recommend alternative or additional financial services
  • Connect with clients through outreach and pipeline management activities and conduct consistent follow-up routines to meet client needs

Requirements:

  • Minimum of 2 years of mortgage origination experience
  • Knowledge of credit and home lending requirements
  • Actively listens to clients to determine their needs and goals and has a desire to interact with clients proactively
  • Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone

Preferred Qualifications:

  • Experience working in a financial center where goals were met or exceeded
  • Knowledge in analyzing and comprehending complex financial data and providing financial alternatives
  • Knowledge of banking products and services

What We Offer:

At Bank of America, we offer a competitive salary, benefits package, and opportunities for career growth and development. We are committed to creating a diverse and inclusive workplace where our employees can thrive and make a meaningful impact.



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