Bank of America · 2 hours ago
Credit Solutions Advisor - Spanish Language Fluency Required
Lake Forest, CA
Full-time
Onsite
Entry, Mid Level
2+ years expBank of America is committed to helping make financial lives better through every connection. The Credit Solutions Advisor is responsible for originating loans for clients with residential mortgage needs, providing personalized service, and building relationships with clients while balancing sales performance and operational risk.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
Qualification
Required
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Preferred
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
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (645)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2025-12-30
bloomberglaw.com
2025-12-30
2025-12-29
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