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Gt Risk & Reg Management – Cbwt Technical Officer jobs at Bank Of America in United States, Plano

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United States
State
Plano
8 jobs found
19.11.2025
BOA

Bank Of America Centralized Lending Specialist Mortgage Loan Officer - Plano... United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Provides exceptional client care. Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining...
Description:


This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process.
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 exceptional client care
  • Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
  • Utilizes multiple technology systems to assist customers and referral partners
  • Leverages defined lending processes and policies to meet guidelines and manage risks
  • Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
  • Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

  • Has 1+ year sales and mortgage
  • Has a strongrelationship-deepeningand client care mentality
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Has an ability to assess client needs and suggest/promote alternative products or services
  • Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
  • Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
  • Has an ability to work under pressure during high volumes
  • Has an ability to build and maintain positive rapport with service partners
  • Can prioritize multiple competing tasks
  • Has adaptability and is flexible to change
  • Is a strong communicator, written, oral and non-verbal
  • Demonstrates solid sales production over a sustained time frame
  • Can be flexible to work weekends and/or extended hours as needed.
  • Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
  • Has an ability to handle multiple lines of business and models to support changing business needs
  • Independently works with other business partners to expedite post-sale issues or problem resolution
  • Has the ability to effectively balance performance, operational risk, and client relationship care.
  • Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Desired Qualifications:

  • Has contact center experience
  • Has knowledge of loan products (Conventional, Jumbo and Government)
  • Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Familiarity with FHA and HUD guidelines
  • Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
  • The ability to analyze and comprehend complex financial data and provide financial alternatives
  • Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer and Client Focus
  • Oral Communications
  • Written Communications
  • Client Management
  • Loan Structuring
  • Pipeline Management
  • Problem Solving
  • Collaboration
  • Credit Documentation Requirements
  • Critical Thinking
  • Referral Identification
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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15.09.2025
BOA

Bank Of America Sr Technical Manager - Cloud Health Care Payment Solutions United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Collaborate with Developers to build a world-class infrastructure that can meet our customer’s security and uptime requirements. Drive the development of our developer and CI/CD processes to improve our developer...
Description:

Job Description:

Job Description:
This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.

Bank of America is currently seeking a senior leader to evolve strategy for providing secure, reliable and innovative payment solutions to our healthcare clients. The Technology Executive works to deliver high-quality cloud solutions and helps drive a strong DevOps culture. Leading the team, you will be responsible for the architecture, development, deployment, and operations of our cloud infrastructure. You will be expected to share the on-call duty with the rest of the DevOps and engineering teams. Working closely with our Development teams you will be a champion of DevOps best practices including CI/CD, Infrastructure as code, containerization, microservice architecture, automated testing, and security.

Primary Responsibilities:

  • Collaborate with Developers to build a world-class infrastructure that can meet our customer’s security and uptime requirements
  • Drive the development of our developer and CI/CD processes to improve our developer agility and code quality
  • Manage mission-critical cloud-based production systems; proactively take action if/when systems are down or there are interruptions in service; root cause and implement corrective actions to build long-term customer loyalty
  • Help create and evolve our operational processes
  • Help to identify emerging technologies that can enhance our offering to our customers
  • Be passionate about automation, quality, reliability, and scalability

Responsibilities:

  • Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
  • Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
  • Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
  • Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
  • Contributes to the technology strategy for their technical domain
  • Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
  • Ensures that execution is aligned with product strategy by working with product management and other stakeholders

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

  • Knowledge of AWS and its associated technologies, both from DevOps and CloudOps perspective
  • Knowledge of Amazon ECS Cloud instances and configuration
  • Creating S3 buckets and manage IAM rule based policies
  • Design and manage highly scalable/available Cloud Infrastructure
  • Extensive knowledge of Terraform and infrastructure as code
  • Extensive knowledge of CI/CD tools and configuration of build and release pipelines
  • Working with version control tools such as Bitbucket or Github
  • Perform Patch management tasks include: maintaining current knowledge of available patches, deciding what patches are appropriate for particular systems, ensuring that patches are installed properly, testing systems after installation, and documenting all associated procedures.
  • Recommend and implement system enhancements that will improve the performance and reliability of the system including installing, upgrading/patching, monitoring, problem resolution, and configuration management.
  • Test new releases of products to ensure compatibility and minimize user impact.
  • Develop and document technical processes and procedures as needed. Provide technical assistance and support for incoming queries and issues related to computer systems, software, and hardware.
  • Minimum 8+ years in Cloud Technologies preferably AWS
  • Minimum 8+ years of experience with deployment orchestration systems such as Kubernetes, ECS, and Elastic Beanstalk
  • Minimum 8+ years of experience working with CI/CD tools such as CircleCI or Jenkins
  • Minimum 8+ years of experience with Docker and Docker-Compose
  • Minimum 8+ years with configuration management and automation tools (e.g., Puppet, Ansible, Chef, CloudFormation, SaltStack, Terraform)
  • Strong Linux system administration experience
  • Strong programming experience in at least one language (python, node, java, go, c/c++, ruby)
  • Experience with logging and monitoring tools such as ELK, DataDog or NewRelic, LogEntries, SumoLogic, etc.
  • Experience with Incident Management and crisis management
  • Strong written and verbal communication skills

Skills:

  • Influence
  • Risk Management
  • Solution Design
  • Stakeholder Management
  • Technical Strategy Development
  • Analytical Thinking
  • Application Development
  • Collaboration
  • Result Orientation
  • Solution Delivery Process
  • Agile Practices
  • Architecture
  • Automation
  • Data Management
  • DevOps Practices
1st shift (United States of America)

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25.08.2025
BOA

Bank Of America Executive Assistant - Global Operations Management United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Communicates with executives and line management to gather and convey relevant information. Answers manager's phone line, documenting accurate messages and handling calls with appropriate judgment. Manages the calendar of multiple...
Description:


This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.

LOB Overview:

Global Operations Management (GOM) provides end to end enablement through operational support and strategy, process excellence, controls, resiliency, and transformation. We also support legal order operations, client onboarding and activation transformation, procedure and multimedia readiness, resiliency and response management and third party governance. Our objective is to support our internal clients, who deliver for our external clients and shareholders.

Responsibilities:

  • Communicates with executives and line management to gather and convey relevant information

  • Answers manager's phone line, documenting accurate messages and handling calls with appropriate judgment

  • Manages the calendar of multiple stakeholders proactively, effectively resolving conflicts that arise in a professional manner

  • Manages all travel planning and expenses, coordinating schedules for executive to maximize time and create efficiencies

  • Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills

  • Liaises with outside groups to coordinate events where the executive is a corporate chair, director, or committee member

  • Engages in high-level client contact and supports conversations related to sensitive information, utilizing considerable diplomacy and judgment

Required Qualifications:

  • 5+ years administrative/business support experience

  • Polished and professional communications including in person, on the phone and email correspondence

  • Significant time management, organization, multi-tasking and prioritization skills; ability to work effective with pressing deadlines

  • Advanced skills in Outlook and other MS Office programs (Excel, Word, PowerPoint)

  • Strong attention to detail and accuracy

  • Experience planning travel and processing expenses

  • Exemplary demonstrated work ethic

  • Ability to learn quickly and take on new responsibilities

  • Ability to solve problems quickly and efficiently

  • Strong knowledge of general business and corporate cultures

  • Ability to handle highly sensitive, confidential and non-routine information

  • Proficiency in calendar management for multiple leaders

  • Comfortable working with people at all organizational levels

Desired Qualifications:

  • Executive-level support

  • Event coordination and planning

  • Ability to work well under pressure, adapt to unexpected events, and manage competing priorities

  • Must have excellent judgment; independent thinker and resourceful

  • Proficiency in Concur & Ariba systems

  • Proficiency in internal technology ordering systems

Skills:

  • Administrative Services

  • Attention to Detail

  • Customer and Client Focus

  • Planning

  • Prioritization

  • Adaptability

  • Collaboration

  • Event Planning

  • Problem Solving

  • Research

  • Facilities Management

  • Office Administration

  • Oral Communications

  • Recording/Organizing Information

  • Written Communications

1st shift (United States of America)

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12.08.2025
BOA

Bank Of America Technical DMZ Architect United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable...
Description:

Job Description:

Job Description:
This role is responsible for defining an architectural vision and architecture for large, complex DMZs, which align with the enterprise architecture strategy, technology, and platform choices for the defined technology. Key responsibilities include describing the DMZ intent/associated operating environment, evaluating system impacts and determining the primary systems/subsystems and their interfaces, assisting with end-to-end solution design where needed, defining nonfunctionalrequirements/architecturalrunway to support new epics/features and expand into new opportunities. This role ensures the solution is fit for purpose and use by working with stakeholders, vendors/service providers, and evaluating the impact of strategic design decisions. They also contribute to best practices, standard templates, and the architecture roadmap for defined domains.


Responsibilities:

  • Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services
  • Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates
  • Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments
  • Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable
  • Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions
  • Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products
  • Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)

Infrastructure Architecture for various LOB and B2B customers across various DMZ Zones including creation of network level HLD and LLD designs and solution delivery.

Assess design submissions for security compliance against baselines. Shepard requestors through technical challenges until designs are complete. Act in a liaison role between Global Information Security and as an escalation point for engineering / operations.

Required Qualifications:

  • 10 years industry experience with technology domain experience
  • This resource must have extensive Arista Fabric experience to be considered.

• Experience integrating solutions with Cloud provider environments such as MS Azure, AWS, Google, IBM

• Must have solid routing, switching, Arista, Cisco Nexus, Firepower/ASA, Fortinet router and DMZ/ISP experience.

• Solid understanding of TCP/IP concepts, SDN, OSPF, BGP, VLAN, IPSEC, ISAKMP, PKI, QOS, Multicast,trunking/port-channeling,VRRP, FHRP protocols, enterprise level MPLS, VDC, flavors of VPC, SDN.

• Ability to utilize DDoS tools like Arbor and Prolexic/Akamai & F5/Silverline for mitigations to include Application layer, TCP state table and Bandwidth DDoS threats.

• Experience with large scale, complex network/DMZ environments and Authentication mechanisms (e.g. Active Directory, Ping federate)

• Contribute to the creation of the architecture roadmap of defined technology domains in support of the product roadmap.

• Work across business and technology to create the solution intent and architectural vision for large complex solutions and evolve it based on an emerging requirements.

• Lead rapid shaping of a high-level architecture with details filled in with emerging business requirements; ensure architecture is flexible, modular, and designed to adapt easily.

• Facilitate solution driven discussions, lead the design of complex architectures, and find creative solutions through their knowledge of the domain, practical experiments, and Proof of Concepts (POCs).

• Clarify the architecture and assist with system design (where needed) for the development teams to support implementation and provide solution options to resolve any architectural impediments.

• Perform design and code reviews to ensure all nonfunctional requirements for a solution are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability).

Desired Qualifications

• Familiar with best practices to install and deploy various Arista & Cisco routing and switching platforms such as ISR, ASR, Catalyst and Nexus.

• Technology degree or substantial equivalent experience

• Experience with scripting languages

• Support the Principal Engineer as needed to select the technology stack required for solutions and help select preferred technology products.

• Contribute to the development of best practices including standardized templates.

Skills:

  • Analytical Thinking
  • Architecture
  • Result Orientation
  • Solution Design
  • Technical Strategy Development
  • Application Development
  • Collaboration
  • Data Management
  • DevOps Practices
  • Risk Management
  • Agile Practices
  • Automation
  • Influence
  • Solution Delivery Process
  • Test Engineering
1st shift (United States of America)

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30.06.2025
BOA

Bank Of America Business Control Specialist - Identity & Access Management Q... United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
IAM QA Reviewer is responsible for conducting IAM application tests against requirements outlined in the IAM Privileged Access Control Framework/Playbook. Follow a pre-defined set of instructions/test scripts; the Reviewer conducts...
Description:

Job Description:

The IAM QA is a critical component of our organization's security and compliance framework, focused on ensuring the accuracy, consistency, and effectiveness of controls across critical systems. It involves systematic reviews and testing of IAM processes to verify that access permissions are correctly assigned, managed, and maintained.

Responsibilities:

  • IAM QA Reviewer is responsible for conducting IAM application tests against requirements outlined in the IAM Privileged Access Control Framework/Playbook
  • Follow a pre-defined set of instructions/test scripts; the Reviewer conducts tests assigned by the deadline each month
  • The Reviewer communicates the findings of the assessment to their IAM team lead, who will escalate to appropriate parties (e.g. Application owner, Governance lead and other stakeholders as deemed necessary)
  • Follow a pre-defined set of instructions; the Reviewer will complete verification testing when the reported defects have been remediated
  • The QA reviewer may be assigned specific program tasks such as:
  • Data entry in SharePoint related to identified defects
  • Data extraction and entry from systems of record such as RISE, Trident and Business Rules Engine
  • Create metrics based on provided instructions / templates
  • Integrate results into PowerPoint slides, tables etc

1-3 Years Experience:

  • Working experience with Microsoft office apps w/ strong Excel/ v look up, Pivot table skills
  • Strong communication skills- written and verbal
  • Proactive and takes the initiative
  • Project Management skills
  • Ability to multitask
  • Time management and organizational skills
  • Demonstrate accountability and ownership
  • Strong collaboration and partnering skills with ability to positively influence and motivate others, enjoys working in a team environment
  • Ability to integrate and analyze data from multiple sources draw conclusions, and provide recommendations
  • Drives timely decisions, knowing when to engage others for additional input and when to act independently
  • Comfortable with ambiguous situations capable of analyzing, simplifying, and collaborating to solve complex problems

Desired Qualifications:

  • Process Management experience with technology related emphasis e.g. Process, Risk, Controls, and Metrics
  • Ability to work alongside all levels of management and across multiple partner teams
  • Audit, Risk or Controls experience
  • Tableau Experience
  • Experience in highly regulated industries
  • Proven delivery of complex initiatives
  • Experience performing in fast paced, complex, and high demand environments

Skills:

  • Controls Management
  • Issue Management
  • Monitoring, Surveillance, and Testing
  • Quality Assurance
  • Analytical Thinking
  • Attention to Detail
  • Problem Solving
  • Written Communications
  • Decision Making
  • Innovative Thinking
  • Prioritization
  • Recording/Organizing Information
  • Research
1st shift (United States of America)

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10.06.2025
BOA

Bank Of America Business Control Manager - Identity Access Management QA Lea... United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Build/strengthen relationships with stakeholders for collaboration and to ensure requirements are met. Explore technology solutions to drive efficiency of information collection and documenting QA reviews. Increase knowledge and document how...
Description:

Job Description:

IAM QA Team Lead is responsible for maintaining the QA program, ensuring effective execution of the program, and reporting to the Governance committee the findings, remediation status and other analysis as deemed relevant. The Lead is responsible for monitoring and assessing the coverage needed and aligning/obtaining resources to achieve the required reviews each year.

The Lead oversees the execution of assessments and obtains clarity for team from Governance when needed. The Lead should understand themes arising from QA assessments and work with Governance Leads to drive action/ focus on remediation from application managers and CIO teams. The Lead should identify opportunities to improve and streamline processes where necessary

  • Build/strengthen relationships with stakeholders for collaboration and to ensure requirements are met

  • Explore technology solutions to drive efficiency of information collection and documenting QA reviews

  • Increase knowledge and document how controls are executed

  • Continue to develop team to execute reviews with consistency and quality through training with SMEs and building guidance documents

  • Deliver requirements of the program as outlined in the control Framework and IAM QA Playbook

  • Maintain IAM QA program and update at least annually

  • Create and present annual coverage plan to the Forum for approval

  • Ensure execution of QA reviews to meet the overall coverage plan

  • Report results including themes to the Forum monthly

  • Report on the completion of the annual coverage plan

Required Qualifications:

· Good understanding/Prior experience in Identity and Access Management space

· Experience in IAM controls, Privilege Access, Segregation of Duties/Toxic Access Combination, Audit issues related testing

· Prior QA experience and understanding of concepts: SDLC, Defining test strategies, creation of test scenarios/ use cases, ability to define success criteria

· Strong skills in test execution, capturing of defects, and remediation in partnership with SMEs

· Ability to articulate program status, escalation of issues etc

· Strong working knowledge of MS suite, Excel, Word, Powerpoint

· Strong oral and written communication skills

· Good understanding of Enterprise Policies and Standards.

Desired Qualifications:

· Programming background, automation, Sharepoint

1st shift (United States of America)

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19.05.2025
BOA

Bank Of America GT Risk & Reg Management – CBWT Technical Officer United States, Texas, Plano

Limitless High-tech career opportunities - Expoint
Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards. Supports the monitoring and testing of controls by...
Description:

Job Description:

Person will be responsible to monitor the health of audit issues through their lifecycle, including action plan development and validation through approval reviews. The role requires strong communication and leadership skills, candidates are required to drive collaboration with teammates across organizations (Technology, Operations, Audit, GIS etc.) and with the management team to identify opportunities to improve control and reduce risk.

The role is aligned to critical Risk and Regulatory work with senior internal and external constituents and stakeholders.

Job Responsibilities:

  • Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
  • Supports the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation
  • Implements optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
  • Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness
  • Performs QA activities including executing on controls, managing cases, and reporting results
  • Executes initiatives by identifying areas of potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities to enhance QA program success
  • Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting

Required Qualifications:

  • 5+ years of experience in technology with some applied within financial services or risk
  • 3+ years of experience with domain expertise in a technical discipline, such as data management, artificial intelligence and/or information security
  • Communicates complex technical subject matter into clear, concise language suited for various audiences ranging from executives to junior analysts
  • Demonstrated increasing levels of accountability and ownership
  • Demonstrated ability to operate as a change ambassador by advocating and embracing change across diverse stakeholders groups
  • Strong collaboration and partnering skills with ability to positively influence and motivate teams
  • Comfortable with ambiguous situations capable of analyzing, simplifying and collaborating to solve complex problems
  • Strategic thinker, self-starter, organized, versatile, and capable of performing work with minimal management oversight
  • Ability to coordinate and drive execution of priorities and meet deadlines to adhere with policies and standards

Desired Qualifications:

  • Can quickly “connect the dots” to demonstrate ability to identify and perform thematic analysis

Skills:

  • Analytical Thinking
  • Attention to Detail
  • Critical Thinking
  • Problem Solving
  • Written Communications
  • Decision Making
  • Innovative Thinking
  • Prioritization
  • Recording/Organizing Information
  • Research
1st shift (United States of America)

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Limitless High-tech career opportunities - Expoint
Provides exceptional client care. Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining...
Description:


This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process.
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 exceptional client care
  • Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
  • Utilizes multiple technology systems to assist customers and referral partners
  • Leverages defined lending processes and policies to meet guidelines and manage risks
  • Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
  • Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

  • Has 1+ year sales and mortgage
  • Has a strongrelationship-deepeningand client care mentality
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Has an ability to assess client needs and suggest/promote alternative products or services
  • Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
  • Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
  • Has an ability to work under pressure during high volumes
  • Has an ability to build and maintain positive rapport with service partners
  • Can prioritize multiple competing tasks
  • Has adaptability and is flexible to change
  • Is a strong communicator, written, oral and non-verbal
  • Demonstrates solid sales production over a sustained time frame
  • Can be flexible to work weekends and/or extended hours as needed.
  • Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
  • Has an ability to handle multiple lines of business and models to support changing business needs
  • Independently works with other business partners to expedite post-sale issues or problem resolution
  • Has the ability to effectively balance performance, operational risk, and client relationship care.
  • Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Desired Qualifications:

  • Has contact center experience
  • Has knowledge of loan products (Conventional, Jumbo and Government)
  • Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Familiarity with FHA and HUD guidelines
  • Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
  • The ability to analyze and comprehend complex financial data and provide financial alternatives
  • Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer and Client Focus
  • Oral Communications
  • Written Communications
  • Client Management
  • Loan Structuring
  • Pipeline Management
  • Problem Solving
  • Collaboration
  • Credit Documentation Requirements
  • Critical Thinking
  • Referral Identification
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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