Credit Solutions Advisor - West Broad - Spanish Preferred

We need to output HTML fragment with sections: About the role? The description includes a paragraph about Bank of America purpose etc. That could be "About the role" or maybe "About the company". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real specific content. We have: - Intro paragraph about Bank of America purpose, culture, etc. That could be "About the role" or maybe "About the company". We'll use "About the role". - Responsibilities: list of bullet points (the responsibilities list). We'll put

• for each. - Required Qualifications: list of bullet points. Could be under "Requirements" or "Qualifications". The instruction includes both Requirements and Qualifications as possible headings. We have "Required Qualifications" and "Desired Qualifications". We could combine into "Qualifications" with required and desired? But better to separate: maybe "Required Qualifications" and "Desired Qualifications". However headings list includes Requirements, Qualifications. We could use "Requirements" for required qualifications, and "Qualifications" for desired qualifications. Or we could use "Required Qualifications" as heading but not in list; but instruction says use those examples, not strict. Safer to use "Requirements" for required, and "Qualifications" for desired. - Skills: list. - Minimum Education Requirement: could be part of Qualifications but we can include as a

  maybe under Qualifications. However we have a separate line "Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent". That's substantive. Could be included under Qualifications as a bullet. - Shift and Hours: we have "Shift: 1st shift (United States of America) Hours Per Week: 40". That's schedule info. So we can create a Schedule section with that info. - Pay/Benefits: not mentioned. So omit. We must not include boilerplate like EEO etc. Not present. We must not repeat job title as heading. We must not include Job ID etc. We must preserve all substantive information. Let's extract the responsibilities list: From text: "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" We'll make each as

• . Required Qualifications list: "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 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." We'll make each bullet. Desired Qualifications list: "Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government) Knowledge of credit and home lending requirements 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 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." Note there is duplicate line "Experience in a loan origination role in a retail environment and knowledge of" appears twice; we keep both as they appear? Might be a mistake but we must preserve all substantive information; we can keep both but maybe they are separate bullet points; we will keep as separate. Skills list: "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" We'll list each. Minimum Education Requirement: "High School Diploma / GED / Secondary School or equivalent". We'll include as a

  maybe under Qualifications or as its own heading? Could be part of Qualifications. We'll add a

  under Qualifications. Shift and Hours: "Shift: 1st shift (United States of America) Hours Per Week: 40". We'll put under Schedule heading as a

  . Now About the role: The introductory paragraph(s) about Bank of America purpose etc. We'll combine into a

  . Let's craft HTML:

  About the role

  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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

  Then responsibilities:

  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
  Then Requirements (required qualifications):

  Requirements

  • 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 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.
  Then Qualifications (desired):

  Qualifications

  • Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)
  • Knowledge of credit and home lending requirements
  • 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 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.

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

  Then Skills:

  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
  Then Schedule:

  Schedule