Credit Solutions Advisor - Prospect Saratoga Ave
$52,000–$61,589 year
On-site · San Jose, California, United States
Job Summary
Originates loans for residential mortgage clients and serves as the primary lending specialist within the financial center, delivering First Mortgage and HELOC products in person or by telephone while balancing sales, risk, and client care. Builds and deepens client relationships, analyzes clients’ financial needs to recommend suitable banking and lending solutions (including Home Lending, Auto Loans, Credit Cards, and Core Banking products), guides clients through mortgage applications and required documentation, and maintains ongoing communication throughout the loan process via outbound calls, email, and online messaging. Works with internal partners to provide an exceptional client experience, stays compliant with regulatory requirements (SAFE Act), and adapts to role-specific business needs; weekend/extended hours may be required. Skills include client management, advisory capabilities, pipeline management, referral identification, risk management, attention to detail, collaboration, and knowledge of lending products and regulatory guidelines.
Required Qualifications
- Minimum of 2 years mortgage origination experience or equivalent demonstrated ability in consultative sales and delivering tailored financial solutions
- Ability to interact with clients in person and over the phone; professional, effective, and confident communication
- Strong analytical skills to assess client financial needs and advise on product/pricing policies and guidelines
- Experience in client relationship management and end-to-end mortgage process knowledge including gathering documentation and guiding through loan process
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