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Associate Solution Advisor Jobs in Washington (NOW HIRING)

... Associates. Job responsibilities include, but are not limited to, the following: * Develops ... Provides excellent customer service at all times and provides solutions for customer concerns.

... Associates. Job responsibilities include, but are not limited to, the following: Develops ... Provides excellent customer service at all times and provides solutions for customer concerns.

... Associates. Job responsibilities include, but are not limited to, the following: * Develops ... Provides excellent customer service at all times and provides solutions for customer concerns.

... Associates. Job responsibilities include, but are not limited to, the following: Develops ... Provides excellent customer service at all times and provides solutions for customer concerns.

Thrives in a team based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture ...

Thrives in a team based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture ...

Showing results 41-60

Associate Solution Advisor information

What is an associate solution advisor?

An Associate Solution Advisor is an entry- to mid-level professional who works with clients to understand their business challenges and recommend suitable technology or process solutions. They typically assist in analyzing client needs, designing tailored strategies, and supporting the implementation of solutions. This role often requires strong communication, analytical, and problem-solving skills, and it is common in consulting and technology firms. Associate Solution Advisors frequently collaborate with both clients and internal teams to ensure successful project delivery.

What are the key skills and qualifications needed to thrive as an associate solution advisor?

To thrive as an Associate Solution Advisor, you need a solid understanding of business processes, analytical problem-solving abilities, and a relevant degree in business, IT, or a related field. Familiarity with CRM and ERP systems, data analysis tools, and potentially certifications like Salesforce or SAP are valuable. Strong communication, client management, and teamwork skills help you build trust and effectively address client needs. These competencies are crucial for delivering tailored solutions, driving client satisfaction, and supporting business growth.

How does an associate solution advisor typically collaborate with other departments within an organization?

As an Associate Solution Advisor, you will regularly collaborate with teams such as sales, technical consulting, and product management to deliver tailored solutions to clients. This role requires effective communication to understand client needs, align proposed solutions with business goals, and coordinate implementation efforts. Often, you will participate in meetings, provide input on solution design, and support sales teams with technical expertise. Building strong relationships across departments is essential to ensure seamless project delivery and client satisfaction.

What is the difference between Associate Solution Advisor vs Customer Support Specialist?

AspectAssociate Solution AdvisorCustomer Support Specialist
Required CredentialsBachelor's degree often preferred; technical knowledge beneficialHigh school diploma or equivalent; technical skills vary
Work EnvironmentCollaborative, client-facing, solution-orientedSupport center, call center, or online support
Employer & Industry UsageTech, software, consulting firmsIT services, telecom, retail
Common Search & ComparisonFocuses on solution selling and advisingFocuses on troubleshooting and issue resolution

The Associate Solution Advisor typically engages in advising clients on solutions, requiring technical knowledge and a consultative approach. In contrast, a Customer Support Specialist primarily handles troubleshooting and resolving customer issues. While both roles involve client interaction, the Associate Solution Advisor emphasizes proactive solution recommendations, whereas the Customer Support Specialist focuses on reactive support. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What cities in Washington are hiring for Associate Solution Advisor jobs?

Cities in Washington with the most Associate Solution Advisor job openings:

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Job description

Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators -- they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs.

The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates.

Job responsibilities include, but are not limited to, the following:

  • Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office.
  • Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company.
  • Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards.
  • Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program.
  • Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision.
  • Stays abreast of changes in market conditions that affect the Company's many loan products.
  • Communicates regularly with all participants during the loan origination process, keeping them updated on the status.
  • Provides excellent customer service at all times and provides solutions for customer concerns.
  • Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative.
  • Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements.
  • Updates lead portals, the CRM and other tracking software on a regular basis.
  • Performs other duties as assigned.

The ideal candidate will meet the following requirements:

  • High school diploma or GED
  • Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity
  • At least one (1) to three (3) years of retail mortgage loan origination experience preferred
  • General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience
  • Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines
  • Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis
  • Ability to set goals and divide processes into timelines
  • Excellent problem-solving skills are essential
  • Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products
  • Excellent oral and written communications skills
  • Ability to conduct presentations and hold one-on-one meetings
  • Ability to multitask in a fast-paced environment
  • Superior customer services skills with a strong attention to detail
  • Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions
  • Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.