Bank of America
Credit Solutions Advisor - Quail Springs
Oklahoma City · Full-time
Sponsorship not specifiedDetected 70 days ago
Brand StrategyPipeline ManagementOutbound SalesCustomer SupportLeadershipCommunicationCollaborationTime ManagementMentoringUnderwriting
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odds of building a lasting career here
38Risky
Cap-exempt (no lottery)0
Sponsors this role85
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
- We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Responsibilities
- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
- Responds to client requests and makes referrals to appropriate internal partners based on client needs
- Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience
- Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Requirements
- Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
- Ability to handle ambiguity and adapt to changing circumstances.
- Ability to learn and understand technology.
- 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.
- Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
- Experience in a loan origination role in a retail environment and knowledge of
- Mortgage Products (Conventional, Jumbo and HELOC, Government)
- Structuring, Processing, underwriting and closing procedures
- Federal regulations governing real estate lending
- FHA and HUD guidelines
- Other Lending Products (Credit Card, Vehicle Loans)
- Strong computer skills including MS applications and previous experience utilizing laptop technology.
Skills
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
- Client Experience Branding
- Credit Documentation Requirements
- Credit and Risk Assessment
- Pipeline Management
- Referral Management
- Attention to Detail
- Collaboration
Company info
- Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.