Talent.com
Credit Solutions Advisor - Hodges Boulevard Financial Center

Credit Solutions Advisor - Hodges Boulevard Financial Center

Bank of AmericaJacksonville, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Title

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

  • Recommends financial advice and guidance that align with the clients' financial goals and needs
  • 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 alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications

  • Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of : Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
  • Knowledge of credit and home lending requirements
  • 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 and gather 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
  • Desired Qualifications

  • Experience working in a financial center where goals were met or exceeded
  • Knowledge in analyzing and comprehending complex financial data and providing financial alternatives
  • Knowledge of banking products and services
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
  • Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government) Structuring, Processing, underwriting and closing procedures Federal regulations governing real estate lending FHA and HUD Guidelines Other Lending Products (Credit Card, Vehicle Loans) Strong computer skills including MS applications and previous experience utilizing laptop technology
  • Skills

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building
  • Minimum Education Requirement

    High School Diploma / GED / Secondary School or equivalent

    Shift

    1st shift (United States of America)

    Hours Per Week

    40

    Create a job alert for this search

    Financial Advisor • Jacksonville, FL, US

    Related jobs
    • Promoted
    CDL-A Refrigerated Truck Driver in Macclenny, FL

    CDL-A Refrigerated Truck Driver in Macclenny, FL

    AllTruckJobsMacclenny, FL, US
    Full-time
    Ready for a career upgrade? Join Marten Transport! As a stable, financially healthy carrier – and a 2025 TCA Elite Fleet honoree – we offer the best of both worlds : high miles in your region and th...Show moreLast updated: 30+ days ago
    • Promoted
    CDL-A Refrigerated Team Truck Driver in Folkston, GA

    CDL-A Refrigerated Team Truck Driver in Folkston, GA

    AllTruckJobsFolkston, GA, US
    Full-time
    CRST The Transportation Solution Inc.We are looking for Experienced CDL A Team Truck Drivers to Haul Dedicated freight all over the US. CDL A Team Drivers can make $95,000 to $104,000+ annually.Safe...Show moreLast updated: 26 days ago
    • Promoted
    CDL-A Dry Van Lease Purchase Driver in St. Marys, GA

    CDL-A Dry Van Lease Purchase Driver in St. Marys, GA

    AllTruckJobsSt. Marys, GA, US
    Full-time
    CDL-A Lease Purchase Truck Driver – $0 Down / No Credit Check / Walk Away Lease.CRST The Transportation Solution Inc.CDL-A truck drivers a chance to own their truck through our flexible Lease Purch...Show moreLast updated: 26 days ago
    • Promoted
    CDL-A Dry Van Lease Purchase Driver in Fernandina Beach, FL

    CDL-A Dry Van Lease Purchase Driver in Fernandina Beach, FL

    AllTruckJobsFernandina Beach, FL, US
    Full-time
    CDL-A Lease Purchase Truck Driver – $0 Down / No Credit Check / Walk Away Lease.CRST The Transportation Solution Inc.CDL-A truck drivers a chance to own their truck through our flexible Lease Purch...Show moreLast updated: 26 days ago
    • Promoted
    CDL-A Dry Van Lease Purchase Driver in Folkston, GA

    CDL-A Dry Van Lease Purchase Driver in Folkston, GA

    AllTruckJobsFolkston, GA, US
    Full-time
    CDL-A Lease Purchase Truck Driver – $0 Down / No Credit Check / Walk Away Lease.CRST The Transportation Solution Inc.CDL-A truck drivers a chance to own their truck through our flexible Lease Purch...Show moreLast updated: 26 days ago
    • Promoted
    Sales Representative

    Sales Representative

    BVMFernandina Beach, FL, US
    Full-time
    Be the exclusive Publisher for your neighborhood, enjoying complete autonomy and schedule flexibility.Be in business for yourself, but not by yourself!. Sell print and digital ad products & solu...Show moreLast updated: 10 days ago
    • Promoted
    • New!
    Physical Therapist, Full Time

    Physical Therapist, Full Time

    Encompass HealthIngle, FL, US
    Full-time +1
    Now hiring for Pool and Full-Time Positions! Offering a Monday-Friday role, as well as a Friday, Saturday and Sunday option. Join a Team That Puts Your Passion for Care First Are you seeking a fulfi...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Physical Therapist Pool (PRN)

    Physical Therapist Pool (PRN)

    Encompass HealthIngle, FL, US
    Full-time +1
    Now hiring for Pool and Full-Time Positions! Offering a Monday-Friday role, as well as a Friday, Saturday and Sunday option. Join a Team That Puts Your Passion for Care First Are you seeking a fulfi...Show moreLast updated: 2 hours ago
    • Promoted
    CDL-A Dry Van Truck Driver in Macclenny, FL

    CDL-A Dry Van Truck Driver in Macclenny, FL

    AllTruckJobsMacclenny, FL, US
    Full-time
    CDL-A Truck Drivers- Drive Dry Van with TCA's Elite Fleet!.If you’re ready for a steady career with a carrier that delivers on its promises, Marten Transport—named a 2025 TCA Elite Fleet—is the pla...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative

    Sales Representative

    Insight GlobalSaint Augustine, FL, US
    Full-time +1
    Augustine, FL – Onsite (32086).Yellow Card Properties is a fast-moving real estate investment company buying directly from motivated homeowners across Florida and South Georgia.We specialize ...Show moreLast updated: 23 days ago
    • Promoted
    100% Tele-Neuro Expand YOUR Career

    100% Tele-Neuro Expand YOUR Career

    Access TeleCareNone, GA, United States
    Full-time
    Expand your patient reach in the comfort of your home or office!.Access TeleCare would love your consideration in joining our Tele-Neurology team and organization that is the first and longest-stan...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Representative

    Sales Representative

    LIBERTY NATIONALAtlantic Beach, FL, US
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show moreLast updated: 30+ days ago
    • Promoted
    Orthopedic Surgeon| Total Joint (Hip and Knee) | New Practice | Ocean Side Facility

    Orthopedic Surgeon| Total Joint (Hip and Knee) | New Practice | Ocean Side Facility

    Baptist Physicians Services, Inc.Fernandina Beach, FL, United States
    Full-time
    Baptist Health of Northeast Florida .Our medical center in Nassau County is adding a Total Joint Surgeon to their team.We are the largest system in Northeast Florida. They will have broad-based supp...Show moreLast updated: 30+ days ago
    • Promoted
    CDL Class A Driver

    CDL Class A Driver

    Cliff Berry, Inc.Fernandina Beach, FL, US
    Full-time
    Are you looking for an opportunity to join an established and stable industry leader that is rapidly growing and where employees are our number one asset? Are you looking for a career that rewards ...Show moreLast updated: 30+ days ago
    • Promoted
    Inside Sales Representative

    Inside Sales Representative

    Nader's Pest RaidersYulee, FL, US
    Full-time
    They will also provide administrative support to service centers by answering phones, scheduling services, and managing payment data. This position requires exceptional customer service and is also ...Show moreLast updated: 4 days ago
    • Promoted
    CDL-A Refrigerated Lease Purchase Driver in Bryceville, FL

    CDL-A Refrigerated Lease Purchase Driver in Bryceville, FL

    AllTruckJobsBryceville, FL, US
    Full-time
    Hirschbach Motor Lines has immediate opportunities for over the road.Drivers on this fleet primarily run all 48 states.Company Drivers enjoy the following. Monthly Safety & Performance Incentive...Show moreLast updated: 30+ days ago
    • Promoted
    CDL-A Dry Van Truck Driver in Fernandina Beach, FL

    CDL-A Dry Van Truck Driver in Fernandina Beach, FL

    AllTruckJobsFernandina Beach, FL, US
    Full-time
    CDL-A Truck Drivers- Drive Dry Van with TCA's Elite Fleet!.If you’re ready for a steady career with a carrier that delivers on its promises, Marten Transport—named a 2025 TCA Elite Fleet—is the pla...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Healthcare Services Operations Support Auditor

    Healthcare Services Operations Support Auditor

    Molina HealthcareJacksonville Beach, FL, US
    Full-time
    Provides support for non-clinical healthcare services auditing activities.Responsible for performing audits for non-clinical functional areas in alignment with regulatory requirements - ensuring qu...Show moreLast updated: 11 hours ago