Credit Solutions Advisor - Chino Valley - Spanish Language Fluency Preferred

Originates loans for clients with residential mortgage needs and serves as the primary lending specialist in a full-time capacity 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. Balances sales performance, operational risk, and client relationship care; may be responsible for residential mortgage loans and SAFE Act registration/background checks. Builds and deepens relationships with new and existing clients by leveraging the bank’s capabilities; analyzes client financial needs and applies borrowing and banking knowledge to recommend suitable financial services; presents home lending product solutions, submits mortgage applications, assists with gathering loan documents, and keeps clients informed throughout the mortgage process via outbound calls, email, and online messaging. Conducts outreach and pipeline management, follows up to meet client needs, and refers to internal partners as appropriate. Partners with financial center leaders and market managers to provide guidance and coaching to associates for delivering an exceptional client experience.