Credit Solutions Advisor

What you'll do

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines
• Responds to client requests and makes referrals to appropriate internal partners based on client needs

Required qualifications

• Minimum of 2 years of mortgage origination experience, or equivalent experience
• Actively listens to the client to determine their needs and goals
• Communicates professionally, effectively, and confidently both in person and over the phone
• Is a critical thinker and can analyze financial and credit data to advise clients
• Strong written and verbal communications skills
• Dedicated, enthusiastic, driven and performance-oriented
• Can be flexible to work weekends and/or extended hours as needed
• A true team player and collaborator
• Demonstrates a commitment to professional ethics and compliance with Federal and State compliance policies