Bank of America Home Equity Specialist in Charlotte, North Carolina

Job Description:

Provides customer solutions by providing seamless delivery of service and/or sales by answering and/or placing calls in a contact center environment. Works with prospective and existing clients to provide financial solutions through lending and companion products that require complex financial analysis and sales techniques. Requires knowledge of multiple products and ability to deepen or retain relationships through service and sales. Requires extensive knowledge of lending criteria and

policy as well as all applicable systems. Retain current HE customers who are nearing end of draw or requesting a payoff though HE loan sales (HE Loan Originations

(no FM origination). Involves referring customers to the

appropriate line of business for products not supported. Review existing accounts and new account options with customer. Performs routine account-related transactions.

Process a limited set of customer service requests (check orders, address changes). Delivers exceptional customer service by maintaining thorough knowledge of lending

programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. 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 your position requires SAFE Act registration, you will be 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 your immediate termination.

Required Skills :

  • 1+ year sales call center experience

  • Must have a strong Sales Culture mentality

  • Thorough knowledge of mortgage products and programs

  • Ability to assess needs and suggest/promote alternativeproducts or services

  • Proficient in all platform systems utilized within the

  • environment and/or aptitude in system technologies

  • Ability to work under pressure during high volumes

  • Ability to build and maintain positive rapport with servicepartners

  • Ability to delegate, multi-task and adapt easily to change

  • Clear and concise communication - verbal, nonverbal, andwritten

Desired Skills :

2+ years mortgage sales experience

Posting Date : 05/25/2018

Location :


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.