Credit Solutions Advisor - San Juan Capistrano
$52,000–$61,589 year
On-site · San Juan Capistrano, California, United States
Job Summary
Originates mortgage loans for clients with residential mortgage needs and serves as the primary lending specialist in a financial center. Delivers First Mortgage and HELOC lending products in person or by telephone, while cross-selling Auto Loans, Credit Cards, and Core Banking products. Balances sales performance with operational risk and client relationship care; guides clients through mortgage applications, documents, and ongoing communication; performs outreach and pipeline management; collaborates with internal partners to deliver tailored financial solutions and exceptional client experience.
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
- Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively
- Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone
- Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines
- Gathers any additional required information
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Strong written and verbal communications skills
- Ability to handle ambiguity and adapt to changing circumstances
- Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
- Can be flexible to work weekends and/or extended hours as needed
- A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
- Ability to learn and understand technology
- Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies
Additional Requirements
- The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
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