Credit Solutions Advisor
4 weeks ago
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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