Credit Solutions Advisor - 17th and Church Financial Center

Description

This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities :

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• 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 financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to 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 regarding delivery of an exceptional client experience

Required Qualifications :

Desired Qualifications :

Skills :

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week : 40