Top 220 Credit advisor Jobs in Pleasanton, Ca

Credit Solutions Advisor - Livermore
Bank of America —Livermore, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Credit Solutions Advisor - Blackhawk
Bank of America —Danville, CA
- $25.00 - $29.61 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Hybrid Board Certified Behavior Analyst / BCBA
BlueSprig Pediatrics —San Jose, CA
- Up to $121,000 a year
- Full-time
- Hybrid work
- Children
- US work authorization
- Pediatrics
- Continuing education credits
- Health savings account
Quick Apply
Financial Professional/ Fast Track Management
New York Life —San Jose, CA
- $57,500 - $300,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Disability insurance
- Health insurance
Quick Apply
Automotive Parts Advisor
Price Cars, Inc. —Sunnyvale, CA
- $17.95 - $35.00 an hour
- Dealership
- High school diploma or GED
- Entry level
Quick Apply
Branch Team Lead
Patelco Credit Union —Fremont, CA
- $30 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Registered Sales Assistant
Patelco Credit Union —Castro Valley, CA
- $29.50 an hour
- Full-time
- Spanish
- English
- Research
- Paid holidays
- Health insurance
Financial Advisor
Edward Jones —Los Altos, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Menlo Park, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Branch Team Lead
Patelco Credit Union —San Leandro, CA
- $30 an hour
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Compliance Specialist
Apartment Management Consultants, LLC —San Leandro, CA
- $22 - $24 an hour
- Full-time
- Pass drug screening
- Mid-level
- Travel
- Paid holidays
- Disability insurance
Quick Apply
Credit Solutions Advisor - Danville - Spanish Preferred
Bank of America —Danville, CA
- $25.00 - $29.61 an hour
- Extended hours
- Background check
- Spanish
- Computer literacy
Credit Solutions Advisor - San Leandro Main
Bank of America —San Leandro, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Revenue Accountant
STN Incorporated —Pleasanton, CA
- $80,000 - $100,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
5d
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Credit Solutions Advisor - Woodside Plaza
Bank of America —Redwood City, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Business Solutions Advisor - Silicon Valley Market area
Bank of America —Hayward, CA
- $26.00 - $34.67 an hour
- Full-time
- Bilingual
- Mid-level
- Office
12d
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Walnut Creek, CA
- $82,500 - $150,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese
Bank of America —San Jose, CA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Personal Banker, Client Contact Center
Fremont Bank —Livermore, CA
- $29.27 - $38.84 an hour
- Weekends as needed
- Mid-level
- Experience equivalent to degree accepted
- Business
Quick Apply

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credit advisor jobs near pleasanton, ca

Credit Solutions Advisor - Livermore

Bank of America -
Livermore, CA

Apply Now

Job Details

Full-time
$26.00 - $30.83 an hour

Qualifications

Customer communication
Financial sales
Customer relationship building
Compliance with loan regulations
Credit risk assessment
Professional ethics
Writing skills
Regulatory due diligence experience
Consumer lending analysis in risk and credit
High school diploma or GED
Managing clients in a customer support role
Customer engagement
Financial product expertise
Financial needs assessment
Due diligence
Customer support for financial loans
Credit report analysis
Solution selling approach
Client interaction via phone calls

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Responds to client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Required Qualifications:

Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
Strong written and verbal communications skills.
Ability to handle ambiguity and adapt to changing circumstances.
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
Can be flexible to work weekends and/or extended hours as needed.
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
Ability to learn and understand technology.
Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.

Desired Qualifications:

Experience working in a financial center where goals were met or exceeded.
Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
Knowledge of banking products and services.
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Experience in a loan origination role in a retail environment and knowledge of
Mortgage Products (Conventional, Jumbo and HELOC, Government)
Structuring, Processing, underwriting and closing procedures
Federal regulations governing real estate lending
FHA and HUD guidelines
Other Lending Products (Credit Card, Vehicle Loans)
Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

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

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

credit advisor jobs in pleasanton, ca

Credit Solutions Advisor - Livermore

Credit Solutions Advisor - Blackhawk

Hybrid Board Certified Behavior Analyst / BCBA

Financial Professional/ Fast Track Management

Automotive Parts Advisor

Branch Team Lead

Registered Sales Assistant

Financial Advisor

Financial Advisor

Branch Team Lead

Compliance Specialist

Credit Solutions Advisor - Danville - Spanish Preferred

Credit Solutions Advisor - San Leandro Main

Revenue Accountant

Relationship Manager I

Credit Solutions Advisor - Woodside Plaza

Business Solutions Advisor - Silicon Valley Market area

Business Banking Treasury Management Advisor - Relationship Manager I

Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese

Personal Banker, Client Contact Center

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