Centralized Community Home Lending Advisor - Bilingual (English/Spanish) - Jacksonville, FL/Tempe, AZ/Columbus, OH

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe seeks a Centralized Community Home Lending Advisor to guide clients through the home buying and loan process, serving as the primary contact throughout the loan life cycle.

You will convert leads, log contacts, and promote mortgage solutions while adhering to regulatory requirements. This role emphasizes Spanish fluency, strong communication, and consultative selling in a call center environment, with required proficiency in Microsoft Office.

Qualifications

• Spanish fluency required.
• Proficient with Microsoft Word, Excel and PowerPoint.
• Self-motivated and detail oriented.
• Excellent oral and written communication skills.
• Organized with ability to manage multiple tasks and meet deadlines.
• Proven experience in superior customer service and consultative selling.

Responsibilities

• Convert inbound and outbound leads into mortgage loan applications.
• Source all business and log all contacts with prospects.
• Use consultative selling of Purchase Loans in a call center environment.
• Recommend optimum product/rate program combinations to prospects.
• Ensure compliance with applicable statutes and procedures.
• Provide feedback on lead quality.
• Meet required sales performance goals.

Skills

Spanish fluency

Microsoft Office

Self-motivated

Excellent communication

Multitask management

Consultative selling

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job Responsibilities

• Convert inbound and outbound leads into mortgage loan applications
• Source all business and logging all contacts with prospects
• Use consultative selling of Purchases Loans in a call center environment
• Recommend optimum product/rate program combinations to prospects
• Ensure compliance with applicable statues and procedures
• Provide feedback on lead quality
• Meet required sales performance for pre-established goal volume

Required qualifications, capabilitiesand skills

• Ability to read, write and speak Spanish fluently.
• Proficient with Microsoft Applications (Word, Excel and PowerPoint)
• Self-motivated and detail oriented
• Excellent oral and written communication skills
• Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
• Demonstrated ability in providing superior customer service andconsultative selling

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Call Center experience
• Marketing, promoting, relationship building, and consulting skills
• Experience in the Financial Services, Mortgage, Auto, Medical or Education industries