Azpipeline org

Financial Services

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

Salary Breakdown

Loan Officers

Average

$60,980

ANNUAL

$29.32

HOURLY

Entry Level

$25,390

ANNUAL

$12.21

HOURLY

Mid Level

$63,555

ANNUAL

$30.56

HOURLY

Expert Level

$101,720

ANNUAL

$48.90

HOURLY


Current Available

Loan Officers

172

Current Available Jobs


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Supporting Certifications

 Coconino Community College

Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Speech Recognition

ABILITY

Written Comprehension


Job Opportunities

Loan Officers

  • Senior Portfolio Management Professional
    Humana    Tucson, AZ 85702
     Posted about 21 hours    

    **Description**

    The Senior Portfolio Management Professional collaborates with the business portfolio team to align the IT portfolio and demand. The Senior Portfolio Management Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

    **Responsibilities**

    As a Senior Portfolio Management Professional at Humana, you will have the opportunity to apply your combination of IT and Finance knowledge and skills to improving the health of millions of people across the country every day. The MarCAP (Marketing, Communications, Actuarial and Product Development) Portfolio Team is looking for an independent self-motivated individual with excellent budget and Excel skills. The individual must have an aptitude for working with numbers and understand basic financial concepts of IT expenses. This role will help define how the budget is put together, managed, and reported out to senior leaders. This role will have the opportunity to work with business and IT teams to help transition from a project to product environment and help redefine how we govern and report on financials for our value streams.

    The Senior Portfolio Management Professional organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.

    **Required Qualifications**

    + Bachelor's degree

    + 5 or more years of technical experience

    + Comprehensive working knowledge of all Microsoft Office applications including Word, Excel, Access, PowerPoint, and Visio

    + Experience producing metrics, measurements and trend reports

    + Must be passionate about contributing to an organization focused on continuously improving consumer experiences

    **Preferred Qualifications**

    + Six Sigma certification

    + Experience in problem analysis and process

    + Experience producing metrics, measurements and trend reports

    **Additional Information**

    **Humana and its subsidiaries require vaccinated associates who work outside of their home to submit proof of vaccination, including COVID-19 boosters. Associates who remain unvaccinated must either undergo weekly negative COVID testing OR wear a mask at all times while in a Humana facility or while working in the field.**

    **Work-At-Home Requirements**

    *** WAH requirements: Must have the ability to provide a high speed DSL or cable modem for a home office. Associates or contractors who live and work from home in the state of California will be provided payment for their internet expense.**

    *** A minimum standard speed for optimal performance of 25x10 (25mpbs download x 10mpbs upload) is required.**

    *** Satellite and Wireless Internet service is NOT allowed for this role.**

    *** A dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information**

    **Scheduled Weekly Hours**

    40

    Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.


    Employment Type

    Full Time

  • Senior Portfolio Management Professional
    Humana    Phoenix, AZ 85067
     Posted about 21 hours    

    **Description**

    The Senior Portfolio Management Professional collaborates with the business portfolio team to align the IT portfolio and demand. The Senior Portfolio Management Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

    **Responsibilities**

    As a Senior Portfolio Management Professional at Humana, you will have the opportunity to apply your combination of IT and Finance knowledge and skills to improving the health of millions of people across the country every day. The MarCAP (Marketing, Communications, Actuarial and Product Development) Portfolio Team is looking for an independent self-motivated individual with excellent budget and Excel skills. The individual must have an aptitude for working with numbers and understand basic financial concepts of IT expenses. This role will help define how the budget is put together, managed, and reported out to senior leaders. This role will have the opportunity to work with business and IT teams to help transition from a project to product environment and help redefine how we govern and report on financials for our value streams.

    The Senior Portfolio Management Professional organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.

    **Required Qualifications**

    + Bachelor's degree

    + 5 or more years of technical experience

    + Comprehensive working knowledge of all Microsoft Office applications including Word, Excel, Access, PowerPoint, and Visio

    + Experience producing metrics, measurements and trend reports

    + Must be passionate about contributing to an organization focused on continuously improving consumer experiences

    **Preferred Qualifications**

    + Six Sigma certification

    + Experience in problem analysis and process

    + Experience producing metrics, measurements and trend reports

    **Additional Information**

    **Humana and its subsidiaries require vaccinated associates who work outside of their home to submit proof of vaccination, including COVID-19 boosters. Associates who remain unvaccinated must either undergo weekly negative COVID testing OR wear a mask at all times while in a Humana facility or while working in the field.**

    **Work-At-Home Requirements**

    *** WAH requirements: Must have the ability to provide a high speed DSL or cable modem for a home office. Associates or contractors who live and work from home in the state of California will be provided payment for their internet expense.**

    *** A minimum standard speed for optimal performance of 25x10 (25mpbs download x 10mpbs upload) is required.**

    *** Satellite and Wireless Internet service is NOT allowed for this role.**

    *** A dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information**

    **Scheduled Weekly Hours**

    40

    Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.


    Employment Type

    Full Time

  • Senior Portfolio Management Professional
    Humana    Flagstaff, AZ 86011
     Posted about 21 hours    

    **Description**

    The Senior Portfolio Management Professional collaborates with the business portfolio team to align the IT portfolio and demand. The Senior Portfolio Management Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

    **Responsibilities**

    As a Senior Portfolio Management Professional at Humana, you will have the opportunity to apply your combination of IT and Finance knowledge and skills to improving the health of millions of people across the country every day. The MarCAP (Marketing, Communications, Actuarial and Product Development) Portfolio Team is looking for an independent self-motivated individual with excellent budget and Excel skills. The individual must have an aptitude for working with numbers and understand basic financial concepts of IT expenses. This role will help define how the budget is put together, managed, and reported out to senior leaders. This role will have the opportunity to work with business and IT teams to help transition from a project to product environment and help redefine how we govern and report on financials for our value streams.

    The Senior Portfolio Management Professional organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.

    **Required Qualifications**

    + Bachelor's degree

    + 5 or more years of technical experience

    + Comprehensive working knowledge of all Microsoft Office applications including Word, Excel, Access, PowerPoint, and Visio

    + Experience producing metrics, measurements and trend reports

    + Must be passionate about contributing to an organization focused on continuously improving consumer experiences

    **Preferred Qualifications**

    + Six Sigma certification

    + Experience in problem analysis and process

    + Experience producing metrics, measurements and trend reports

    **Additional Information**

    **Humana and its subsidiaries require vaccinated associates who work outside of their home to submit proof of vaccination, including COVID-19 boosters. Associates who remain unvaccinated must either undergo weekly negative COVID testing OR wear a mask at all times while in a Humana facility or while working in the field.**

    **Work-At-Home Requirements**

    *** WAH requirements: Must have the ability to provide a high speed DSL or cable modem for a home office. Associates or contractors who live and work from home in the state of California will be provided payment for their internet expense.**

    *** A minimum standard speed for optimal performance of 25x10 (25mpbs download x 10mpbs upload) is required.**

    *** Satellite and Wireless Internet service is NOT allowed for this role.**

    *** A dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information**

    **Scheduled Weekly Hours**

    40

    Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.


    Employment Type

    Full Time

  • Account & Relationship Management Executive- Healthcare Enterprise Platform Sales
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 3 days    

    The Account & Relationship Management Executive is a hybrid hunter/farmer role, responsible for both new business and renewals in the Healthcare Provider marketplace. Customer base includes but is not limited to hospitals, health systems, pharmacies, universities and clinics.

    Using a value proposition solution selling model, the Account & Relationship Management Executive will secure new business by partnering with Inside Sales, Sales Operations, and Customer Success Teams on the following:

    + Identifying target opportunities, building relationships with stakeholders and key decision makers, and determine opportunity accountability & responsibilities by role for active selling phase

    + Developing a customized product solution proposal, and conducting product demos

    + Coordinating with Inside Sales team for timely contract creation, terms and conditions development, quoting, and modifications

    + Closely managing the deal through closure, keeping management informed of any risks or delays

    The Account & Relationship Management Exec will also work to retain customers and create cross-sell/up-sell opportunities in the existing customer base. This includes:

    + Conducting regular account review meetings; Reviewing account utilization management reporting to provide recommendations

    + Overseeing contract renewals driven by Inside Sales team

    + Collaborate with marketing in account communications planning and marketing campaigns

    **Job Qualifications**

    _Education:_

    + Bachelor’s Degree or equivalent is required; MBA preferred

    **Experience:**

    + 3+ years in a field sales role preferred

    + Demonstrated ability to build relationships with and present to key decision-makers

    + Excellent account management skills and ability to manage external and internal business priorities

    + Ability to demonstrate and communicate value of sophisticated and complex products/technologies

    + Highly motivated, with proven ability to over-achieve individual and team-based targets

    + Ability to construct, present and execute a Territory Business Plan

    **Preferred Experience:**

    + Experience with Healthcare Platform Sales preferred

    + Experience with SAAS platform sales preferred

    + Expertise in Microsoft product suite and Salesforce preferred

    **Travel requirements**

    + Ability to travel up to 60% in local territory (Indiana / Cincinnati Area)

    EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


    Employment Type

    Full Time

  • Assistant Branch Manager
    Sherwin-Williams    PHOENIX, AZ 85067
     Posted 3 days    

    Assistant Branch Manager - ( 22000H33 )

    Description
    Why Sherwin-Williams
    Here, we believe there’s not one path to success, we believe in careers that grow with you. Whoever you are or wherever you come from in the world, there’s a place for you at Sherwin-Williams. We provide you with the opportunity to explore your curiosity and drive us forward. We’ll give you the space to share your strengths and we want you to show us what you can do. You can innovate, grow, and discover in a place where you can thrive and Let Your Colors Show!

    Sherwin-Williams values the unique talents and abilities from all backgrounds and characteristics. All qualified individuals are encouraged to apply, including individuals with disabilities and Protected Veterans.

    Where You’ll be Working
    The individual selected for this role will be expected to work at our Automotive Branch, located at: 2202 West Bell Road, Phoenix, AZ 85023

    How You’ll Perform the Role

    * Assist in developing and implementing branch market plan based on market conditions, branch mission and financial/budget objectives.
    * Verify all transactions are handled properly through the branch computer operating system.
    * Ensure customers are serviced appropriately and professionally by responding to customer questions and complaints. Ensure all customer orders are accurately prepared and records maintained.
    * Maintain branch inventory levels to maximize sales and inventory turns.
    * Comply with company safety standards, loss prevention and security practices and confirm these are followed by all branch employees according to policy and correct or report non-compliance.
    * Assist with daily bank deposits.
    * Review management/financial reports on a frequent basis to optimize financial performance of the branch.
    * Take part in determining staffing needs, recruit branch employees accordingly with proper approval, and establish work schedules as appropriate.
    * Perform basic math calculations and financial ratios relative to a P&L.
    * Make independent decisions.

    Our Must Haves –These are our Minimum Requirements, hit apply if you meet all of them!

    * 18 years of age or older
    * A valid driver’s license
    * Legally authorized to work in country of employment
    * Do not require sponsorship to work now or in the future
    * Ability to lift and carry up to 50 lbs. frequently with or without reasonable accommodation
    * Able to operate a computer and communicate via the telephone with or without accommodation
    * Ability to read, write, and communicate in English with or without reasonable accommodation
    * Ability to work in areas where toxic, flammable, and hazardous materials are present with or without reasonable accommodation
    * High School Diploma or equivalent

    Extras to Help you Stand Out – These are not required for you to be eligible to apply

    * Previous experience in a customer service-related role
    * Bachelor’s Degree
    * The company provides training on how to operate machinery such as hand trucks, pallet jacks and forklifts. Once trained, ability to safely operate this equipment with or without reasonable accommodation.

    Colorful Benefits
    At Sherwin-Williams, part of our mission is to help our employees and their families live healthier, save smarter and feel better. This starts with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commute—it matters to us. Check out http://www.myswbenefits.com/ for the full array of what we have to offer our teams.
    What is the Hiring Process?
    Step 1 – Online Application

    * Find the role(s) that interest you on our Careers page: https://jobsearch.sherwin.com/.
    * Set aside 15 minutes to create your profile by entering or importing your details from one of our job board partners.

    Step 2 – Digital Interview

    * Candidates that meet our minimum requirements will be invited to complete a digital video interview via our interview partner HireVue. The interview will consist of a few job related questions.
    * You can record and complete your video interview anytime, anywhere! All we ask is that you complete this step within 14 days of receiving an invitation.

    Step 3 – In-Store Interview

    * After video interviews are reviewed by our Recruitment Team our top candidates are invited to meet with our team in person.

    Sherwin-Williams is proud to be an Equal Employment Opportunity/Affirmative Action employer committed to an inclusive and diverse workplace. All qualified candidates will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, pregnancy, genetic information, creed, marital status, or any other consideration prohibited by law or by contract.

    As a VEVRAA Federal Contractor, Sherwin-Williams requests state and local employment services delivery systems to provide priority referral of Protected Veterans.

    Primary Location : United States-Arizona-PHOENIX

    :

    Work Locations :
    USA AZ Phoenix 9817

    2202 West Bell Road

    Phoenix 85023

    Travel : No

    Job Posting : Sep 12, 2022

    Schedule : Full-time

    Respond By : Oct 12, 2022

    Req ID: 22000H33


    Employment Type

    Full Time

  • Commercial Portfolio Manager - Healthcare For-Profit
    Huntington National Bank    Phoenix, AZ 85067
     Posted 3 days    

    Description

    Corporate Healthcare Banking- For-Profit Senior Living & Long Term Care Sector

    Responsible for managing assigned portfolio(s) and providing support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM’s) in the areas of For-Profit Senior Living and Long Term Care credit underwriting, portfolio management, compliance, and monitoring of new and existing loans and customer relationships within the portfolio. Will manage the most complex loan portfolio. Please note: This position can be 100% remote.

    Job Responsibilities:

    + Manages a complex portfolio of For-Profit Senior Living and Long Term Care commercial loans and customers in partnership with the assigned Corporate Healthcare Banking relationship manager, group leader, Regional Credit Officer and other stakeholders.

    + Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue.

    + Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio. Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio.

    + Effectively present proposed credit actions in written analysis document and as necessary, verbally to Credit Approvers.

    + Conduct portfolio reviews with senior management and analyze existing portfolio to identify trends and opportunities.

    + Mentors Credit Analysts and less experienced Portfolio Managers to develop required competencies and experience.

    Basic Qualifications:

    Education Required:

    + Four-year college degree in Finance/Accounting/Economics or equivalent work experience

    Experience Required:

    + 8+ years of relevant commercial/real estate credit analysis experience or underwriting experience with deals with large exposures and complex loans.

    + Understanding and utilization of credit skills for credit decision making, monitoring, and managing of a credit through repayment.

    + Strong analytical ability and an understanding of the analysis of commercial financials.

    + Thorough knowledge of the state and federal laws and compliance regulations for commercial loans.

    + Ability to work under critical time constraints. Strong time management and organizational skills and the ability to perform highly detailed and accurate work on multiple, concurrent tasks.

    + A high level of verbal and written communication skills to effectively convey credit worthiness and recommendations.

    + Thorough knowledge of various software programs including Word and Excel, and the ability to quickly learn additional systems/software.

    + Strong customer service orientation

    Preferred Qualifications:

    Education:

    + MBA in Finance or Accounting

    + For-Profit Portfolio Mgt. experience

    Experience:

    + Formal credit training

    + Prior credit underwriting experience with For-Profit Senior Living and Long Term Care Industry sectors and/or Commercial Real Estate credits is desirable

    + Prior experience teaching and mentoring less experienced portfolio managers

    Base Salary Range : $150,000.00 - $180,000.00

    The base salary range represents the low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible for participation in Huntington’s [annual i ncentives program. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

    #LIRemote

    Workplace Type:

    Remote

    Compensation Range:

    The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

    EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity

    Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

    Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position


    Employment Type

    Full Time

  • Relationship Manager Business Owner Specialist -- Prescott, AZ
    Bank of America    Prescott, AZ 86304
     Posted 3 days    

    Relationship Manager Business Owner Specialist -- Prescott, AZ

    Prescott, Arizona;Prescott Valley, Arizona

    **Job Description:**

    At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family, managing a small business or planning for retirement.

    We’re looking for the next generation of **Relationship Manager Business Owner Specialists (RMBOSs)** – those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMBOSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The RMBOS is a primary point of contact within financial centers for small business clients and a resident expert for small business products, services and strategies. As part of the Bank of America team, RMBOSs have access to industry-leading solutions and a team of dedicated product specialists – all designed to meet the unique priorities of our small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals. They report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures.

    From day one, you’ll receive training from our award-winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.

    • **Continuously learn and advance your career goals** through intentional career paths to the next best role.

    • **Use resources and innovative technologies** to optimize the client experience.

    • **Confidently build relationships** with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ business and financial life priorities; uncover personal banking needs; and connect them to our solutions that meet their financial goals.

    • **Provide clients with a personalized rewarding experience** by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.

    • **Grow your business knowledge and network** by partnering with experts in small business, lending and investments.

    **As a Relationship Manager Business Owner Specialist, you can look forward to**

    • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.

    • Resources and dedicated support to help you reach your full potential throughout your career.

    • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.

    • Progressive workplace practices and initiatives that promote inclusion.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required skills:**

    • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Has a strong passion for helping small business clients and an explicit stated career interest in small business.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for helping new and existing clients (individual and small business) based on their needs.

    • Is comfortable in your ability to actively contact clients by phone.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages your time and capacity.

    • Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

    • Can be flexible to work weekends and/or extended hours as needed.

    **Desired skills:**

    • Working knowledge as a sales representative to small business.

    • Bank of America RM Mastery for Small Business certification completion.

    • Retail and/or sales experience in a salary plus incentive environment.

    • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

    • Experience with financial information, spreadsheets and financial skills.

    • Working knowledge of small business products and services, including credit / lending solutions.

    • An associate’s degree or bachelor’s degree in business, finance, or a related field.

    **Job Band:**

    H6

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    **Weekly Schedule:**

    **Referral Bonus Amount:**

    500

    **Job Description:**

    At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family, managing a small business or planning for retirement.

    We’re looking for the next generation of **Relationship Manager Business Owner Specialists (RMBOSs)** – those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMBOSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The RMBOS is a primary point of contact within financial centers for small business clients and a resident expert for small business products, services and strategies. As part of the Bank of America team, RMBOSs have access to industry-leading solutions and a team of dedicated product specialists – all designed to meet the unique priorities of our small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals. They report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures.

    From day one, you’ll receive training from our award-winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.

    • **Continuously learn and advance your career goals** through intentional career paths to the next best role.

    • **Use resources and innovative technologies** to optimize the client experience.

    • **Confidently build relationships** with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ business and financial life priorities; uncover personal banking needs; and connect them to our solutions that meet their financial goals.

    • **Provide clients with a personalized rewarding experience** by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.

    • **Grow your business knowledge and network** by partnering with experts in small business, lending and investments.

    **As a Relationship Manager Business Owner Specialist, you can look forward to**

    • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.

    • Resources and dedicated support to help you reach your full potential throughout your career.

    • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.

    • Progressive workplace practices and initiatives that promote inclusion.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required skills:**

    • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Has a strong passion for helping small business clients and an explicit stated career interest in small business.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for helping new and existing clients (individual and small business) based on their needs.

    • Is comfortable in your ability to actively contact clients by phone.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages your time and capacity.

    • Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

    • Can be flexible to work weekends and/or extended hours as needed.

    **Desired skills:**

    • Working knowledge as a sales representative to small business.

    • Bank of America RM Mastery for Small Business certification completion.

    • Retail and/or sales experience in a salary plus incentive environment.

    • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

    • Experience with financial information, spreadsheets and financial skills.

    • Working knowledge of small business products and services, including credit / lending solutions.

    • An associate’s degree or bachelor’s degree in business, finance, or a related field.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Learn more about this role

    Full time

    JR-22071244

    Band: H6

    Manages People: No

    Travel: No

    Manager:

    Talent Acquisition Contact:

    John Post

    Referral Bonus:

    500

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time

  • Relationship Manager Business Owner Specialist - Queen Creek / Mesa, AZ
    Bank of America    Mesa, AZ 85213
     Posted 3 days    

    Relationship Manager Business Owner Specialist - Queen Creek / Mesa, AZ

    Mesa, Arizona;Queen Creek, Arizona; Queen Creek, Arizona; Queen Creek, Arizona

    **Job Description:**

    At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family, managing a small business or planning for retirement.

    We’re looking for the next generation of **Relationship Manager Business Owner Specialists (RMBOSs)** – those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMBOSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The RMBOS is a primary point of contact within financial centers for small business clients and a resident expert for small business products, services and strategies. As part of the Bank of America team, RMBOSs have access to industry-leading solutions and a team of dedicated product specialists – all designed to meet the unique priorities of our small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals. They report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures.

    From day one, you’ll receive training from our award-winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.

    • **Continuously learn and advance your career goals** through intentional career paths to the next best role.

    • **Use resources and innovative technologies** to optimize the client experience.

    • **Confidently build relationships** with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ business and financial life priorities; uncover personal banking needs; and connect them to our solutions that meet their financial goals.

    • **Provide clients with a personalized rewarding experience** by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.

    • **Grow your business knowledge and network** by partnering with experts in small business, lending and investments.

    **As a Relationship Manager Business Owner Specialist, you can look forward to**

    • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.

    • Resources and dedicated support to help you reach your full potential throughout your career.

    • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.

    • Progressive workplace practices and initiatives that promote inclusion.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required skills:**

    • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Has a strong passion for helping small business clients and an explicit stated career interest in small business.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for helping new and existing clients (individual and small business) based on their needs.

    • Is comfortable in your ability to actively contact clients by phone.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages your time and capacity.

    • Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

    • Can be flexible to work weekends and/or extended hours as needed.

    **Desired skills:**

    • Working knowledge as a sales representative to small business.

    • Bank of America RM Mastery for Small Business certification completion.

    • Retail and/or sales experience in a salary plus incentive environment.

    • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

    • Experience with financial information, spreadsheets and financial skills.

    • Working knowledge of small business products and services, including credit / lending solutions.

    • An associate’s degree or bachelor’s degree in business, finance, or a related field.

    **Job Band:**

    H6

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    **Weekly Schedule:**

    **Referral Bonus Amount:**

    500

    **Job Description:**

    At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family, managing a small business or planning for retirement.

    We’re looking for the next generation of **Relationship Manager Business Owner Specialists (RMBOSs)** – those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. RMBOSs focus on deepening relationships with individual and small business customers/clients, and they accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists. The RMBOS is a primary point of contact within financial centers for small business clients and a resident expert for small business products, services and strategies. As part of the Bank of America team, RMBOSs have access to industry-leading solutions and a team of dedicated product specialists – all designed to meet the unique priorities of our small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals. They report to the Market Leader and partner closely with the Financial Center Managers to ensure adherence to operational compliance policies and procedures.

    From day one, you’ll receive training from our award-winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a financial center or market manager, or client professional roles such as a financial advisor or within small business or lending– with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Grow in your current role** through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.

    • **Continuously learn and advance your career goals** through intentional career paths to the next best role.

    • **Use resources and innovative technologies** to optimize the client experience.

    • **Confidently build relationships** with individual and small business clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ business and financial life priorities; uncover personal banking needs; and connect them to our solutions that meet their financial goals.

    • **Provide clients with a personalized rewarding experience** by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.

    • **Grow your business knowledge and network** by partnering with experts in small business, lending and investments.

    **As a Relationship Manager Business Owner Specialist, you can look forward to**

    • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.

    • Resources and dedicated support to help you reach your full potential throughout your career.

    • A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.

    • Progressive workplace practices and initiatives that promote inclusion.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required skills:**

    • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM) or Advisor Development Program (ADP) RM at Bank of America for a minimum of six months.

    • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

    • Has a strong passion for helping small business clients and an explicit stated career interest in small business.

    • Collaborates effectively to get things done, building and nurturing strong relationships.

    • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

    • Is confident in identifying solutions for helping new and existing clients (individual and small business) based on their needs.

    • Is comfortable in your ability to actively contact clients by phone.

    • Communicates effectively and confidently, and is comfortable engaging all clients.

    • Has the ability to learn and adapt to new information and technology platforms.

    • Applies strong critical thinking and problem-solving skills to meet clients’ needs.

    • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

    • Efficiently manages your time and capacity.

    • Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA).

    • Can be flexible to work weekends and/or extended hours as needed.

    **Desired skills:**

    • Working knowledge as a sales representative to small business.

    • Bank of America RM Mastery for Small Business certification completion.

    • Retail and/or sales experience in a salary plus incentive environment.

    • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

    • Experience with financial information, spreadsheets and financial skills.

    • Working knowledge of small business products and services, including credit / lending solutions.

    • An associate’s degree or bachelor’s degree in business, finance, or a related field.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Learn more about this role

    Full time

    JR-22071444

    Band: H6

    Manages People: No

    Travel: No

    Manager:

    Talent Acquisition Contact:

    John Post

    Referral Bonus:

    500

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time

  • Inbound Loan Officer / Centralized Lending Specialist - Chandler, AZ
    Bank of America    Chandler, AZ 85286
     Posted 3 days    

    Inbound Loan Officer / Centralized Lending Specialist - Chandler, AZ

    Chandler, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading team at Bank of America and Merrill Lynch. We’re looking for people with focus and drive –people who take the time to get to know clients, engage with them to understand what’s important to them, and provide the lending solutions, service and expertise they need to achieve their financial goals.

    As part of the Bank of America team, Centralized Lending Specialists (CL) have access to industry leading products, services and technology, award winning platforms and a team of dedicated loan coordinators and underwriters – all designed to meet the unique life priorities of our clients.

    Centralized Lending Specialists provide new and existing clients with guidance and advice to uncover their lending and financial needs and the best lending solution. CL Specialists work in one of our contact centers which enables them to support clients across the country. They will spend the majority of their time uncovering the lending needs of clients by leveraging defined lending processes and tools and structuring loans to meet guidelines. Through conversations with clients about their life priorities, the CL Specialists will also recommend Bank of America products through partner referrals as part of one team that delivers exceptional client care.

    Additionally, the CL Specialists will regularly connect with clients through outbound calls, email, and online messaging systems and execute consistent follow-up routines throughout the lending 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 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.

    We’ll help you

    • Get training and one-on-one coaching from managers who are invested in your success. You’ll take part in additional training and development through our Academy to develop in your role.

    • Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities, analyzing financial and credit data, and determining client financing objectives.

    • Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.

    • Demonstrate a commitment to professional ethics, as well as conforming to all Federal and State compliance policies and adhering to Home Mortgage Disclosure Act (HMDA) requirements.

    As a Centralized Lending Specialist, you can look forward to

    • Providing exceptional client care with industry leading products, services, education and a dedicated team of loan coordinators and underwriters.

    • Ongoing professional development to deepen your skills as the industry evolves and changes.

    • Using multiple system applications to navigate enterprise products and recommend solutions sourced via inbound and outbound sales leads

    • Skillfully crafting lending solutions with companion products and pricing that result in client sales while maintaining a high level of delight

    • A world-class suite of employee benefits

    You’re a person who (required skills)

    • Has 1+ year sales, mortgage or contact center experience

    • Has a strong relationship-deepening and 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 experience and problem resolution.

    • 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.

    You’ll be better prepared if you have (desired skills)

    • 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

    We’re a culture that

    • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

    • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

    • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

    **Job Band:**

    H6

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    **Weekly Schedule:**

    **Referral Bonus Amount:**

    1500

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading team at Bank of America and Merrill Lynch. We’re looking for people with focus and drive –people who take the time to get to know clients, engage with them to understand what’s important to them, and provide the lending solutions, service and expertise they need to achieve their financial goals.

    As part of the Bank of America team, Centralized Lending Specialists (CL) have access to industry leading products, services and technology, award winning platforms and a team of dedicated loan coordinators and underwriters – all designed to meet the unique life priorities of our clients.

    Centralized Lending Specialists provide new and existing clients with guidance and advice to uncover their lending and financial needs and the best lending solution. CL Specialists work in one of our contact centers which enables them to support clients across the country. They will spend the majority of their time uncovering the lending needs of clients by leveraging defined lending processes and tools and structuring loans to meet guidelines. Through conversations with clients about their life priorities, the CL Specialists will also recommend Bank of America products through partner referrals as part of one team that delivers exceptional client care.

    Additionally, the CL Specialists will regularly connect with clients through outbound calls, email, and online messaging systems and execute consistent follow-up routines throughout the lending 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 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.

    We’ll help you

    • Get training and one-on-one coaching from managers who are invested in your success. You’ll take part in additional training and development through our Academy to develop in your role.

    • Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities, analyzing financial and credit data, and determining client financing objectives.

    • Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.

    • Demonstrate a commitment to professional ethics, as well as conforming to all Federal and State compliance policies and adhering to Home Mortgage Disclosure Act (HMDA) requirements.

    As a Centralized Lending Specialist, you can look forward to

    • Providing exceptional client care with industry leading products, services, education and a dedicated team of loan coordinators and underwriters.

    • Ongoing professional development to deepen your skills as the industry evolves and changes.

    • Using multiple system applications to navigate enterprise products and recommend solutions sourced via inbound and outbound sales leads

    • Skillfully crafting lending solutions with companion products and pricing that result in client sales while maintaining a high level of delight

    • A world-class suite of employee benefits

    You’re a person who (required skills)

    • Has 1+ year sales, mortgage or contact center experience

    • Has a strong relationship-deepening and 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 experience and problem resolution.

    • 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.

    You’ll be better prepared if you have (desired skills)

    • 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

    We’re a culture that

    • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

    • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

    • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Learn more about this role

    Full time

    JR-22070299

    Band: H6

    Manages People: No

    Travel: No

    Manager:

    Talent Acquisition Contact:

    Caroline Heubel

    Referral Bonus:

    1500

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time

  • Home Equity Lending Specialist (Inbound Loan Officer) - Chandler, AZ
    Bank of America    Chandler, AZ 85286
     Posted 3 days    

    Home Equity Lending Specialist (Inbound Loan Officer) - Chandler, AZ

    Chandler, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading team at Bank of America and Merrill Lynch. We’re looking for people with focus and drive –people who take the time to get to know clients, engage with them to understand what’s important to them, and provide the lending solutions, service and expertise they need to achieve their financial goals.

    As part of the Bank of America team, Home Equity Lending Specialists (HE LS) have access to industry leading products, services, and technology – all designed to meet the unique life priorities of our clients.

    HE LSs provides new and existing clients with guidance and advice for their lending and financial needs and the best lending solution. HE LSs work in one of our contact centers which enables them to support clients across the country. HE LSs will spend the majority of their time uncovering the lending needs of clients by leveraging defined lending processes and tools and structuring loans to meet guidelines. They will also be responsible for retaining current home equity clients who are nearing end of draw or requesting a payoff through home equity loan sales. Through conversations with clients about their life priorities, the HE LSs will also recommend Bank of America products through partner referrals as part of one team that delivers exceptional client care.

    Additionally, the HE LS will regularly connect with clients through outbound calls, email and online messaging systems and execute consistent follow-up routines.

    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.

    We’ll help you

    • Get training and one-on-one coaching from managers who are invested in your success. You’ll take part in additional training and development through our Academy to develop in your role.

    • Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives.

    • Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.

    • Demonstrate a commitment to professional ethics, as well as conforming to all Federal and State compliance policies and adhering to Home Mortgage Disclosure Act (HMDA) requirements.

    As a Home Equity Lending Specialist, you can look forward to

    • Providing exceptional client care with industry leading products, services, education and a dedicated team of underwriters.

    • Ongoing professional development to deepen your skills as the industry evolves and changes.

    • Using multiple system applications to navigate enterprise products and recommend solutions sourced via inbound and outbound sales leads

    • Skillfully crafting lending solutions with companion products and pricing that result in client sales while maintaining a high level of delight

    • A world-class suite of employee benefits

    You’re a person who (required skills)

    • 1+ year sales, mortgage or contact center experience

    • 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 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

    • 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 problem resolution

    • 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.

    You’ll be better prepared if you have (desired skills)

    • Thorough knowledge of mortgage products and programs

    • Can analyze financial and credit data to advise clients of product/pricing policies and guidelines, and gather any additional required information.

    • 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

    We’re a culture that

    • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

    • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

    • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

    **Job Band:**

    H6

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    **Weekly Schedule:**

    **Referral Bonus Amount:**

    1000

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading team at Bank of America and Merrill Lynch. We’re looking for people with focus and drive –people who take the time to get to know clients, engage with them to understand what’s important to them, and provide the lending solutions, service and expertise they need to achieve their financial goals.

    As part of the Bank of America team, Home Equity Lending Specialists (HE LS) have access to industry leading products, services, and technology – all designed to meet the unique life priorities of our clients.

    HE LSs provides new and existing clients with guidance and advice for their lending and financial needs and the best lending solution. HE LSs work in one of our contact centers which enables them to support clients across the country. HE LSs will spend the majority of their time uncovering the lending needs of clients by leveraging defined lending processes and tools and structuring loans to meet guidelines. They will also be responsible for retaining current home equity clients who are nearing end of draw or requesting a payoff through home equity loan sales. Through conversations with clients about their life priorities, the HE LSs will also recommend Bank of America products through partner referrals as part of one team that delivers exceptional client care.

    Additionally, the HE LS will regularly connect with clients through outbound calls, email and online messaging systems and execute consistent follow-up routines.

    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.

    We’ll help you

    • Get training and one-on-one coaching from managers who are invested in your success. You’ll take part in additional training and development through our Academy to develop in your role.

    • Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives.

    • Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements.

    • Demonstrate a commitment to professional ethics, as well as conforming to all Federal and State compliance policies and adhering to Home Mortgage Disclosure Act (HMDA) requirements.

    As a Home Equity Lending Specialist, you can look forward to

    • Providing exceptional client care with industry leading products, services, education and a dedicated team of underwriters.

    • Ongoing professional development to deepen your skills as the industry evolves and changes.

    • Using multiple system applications to navigate enterprise products and recommend solutions sourced via inbound and outbound sales leads

    • Skillfully crafting lending solutions with companion products and pricing that result in client sales while maintaining a high level of delight

    • A world-class suite of employee benefits

    You’re a person who (required skills)

    • 1+ year sales, mortgage or contact center experience

    • 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 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

    • 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 problem resolution

    • 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.

    You’ll be better prepared if you have (desired skills)

    • Thorough knowledge of mortgage products and programs

    • Can analyze financial and credit data to advise clients of product/pricing policies and guidelines, and gather any additional required information.

    • 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

    We’re a culture that

    • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

    • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

    • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Learn more about this role

    Full time

    JR-22070546

    Band: H6

    Manages People: No

    Travel: No

    Manager:

    Talent Acquisition Contact:

    Maria Melendez

    Referral Bonus:

    1000

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time


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