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TA of America1 week ago

Credit Solutions Advisor - Blackhawk

$52,000–$61,589 year

On-site · Danville, California, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise

Job Summary

Originates loans for clients with residential mortgage needs and serves as the primary lending specialist within the financial center. Delivers First Mortgage and HELOC lending products in person or by telephone, and provides products such as Auto Loans, Credit Cards and Core Banking. Manages sales performance, operational risk, and client relationship care; collaborates with internal partners to deliver tailored financial solutions, gathers supporting loan documentation, submits mortgage applications, and maintains client communication throughout the process via outbound calls, email, and online messaging. Works under SAFE Act requirements for residential mortgage originations and participates in required background checks. Flexibility to work in-office and support a superior client experience, with attention to regulatory due diligence and ethical standards. Skills include client management, pipeline management, referral management, risk assessment, collaboration, and knowledge of mortgage products including Conventional, Jumbo, HELOC, FHA and HUD guidelines.

Required Qualifications

  • 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
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$52k – $62k / yr

Credit Solutions Advisor - Blackhawk · TA of America

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