Bank of America

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.

This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.