Consumer Direct - Home Lending Advisor

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Chase Home Lending is seeking a Consumer Direct Home Lending Advisor to serve as the primary contact for customers throughout the loan lifecycle, leveraging product knowledge to drive strong sales results and ensure regulatory compliance. Based in Tempe, AZ, you will be the main point of contact for clients as their loan progresses.

You will guide clients through the mortgage process, manage inquiries via phone and CRM, and collaborate with on-site training Monday–Friday to meet targets in a

Qualifications

• Strong proficiency in Microsoft Office Suite or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

Responsibilities

• Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance: Uphold all industry regulations and manage associated risks.
• Client Retention: Provide exceptional post-application support to build long-term client relationships.

Skills

Microsoft Office

Communication skills

Detail-oriented

Multitasking

Education

Bachelor’s degree or equivalent experience

Tools

CRM software

Job description

Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan. Our Home Lending team will support you with their demonstrated expertise in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant impact on our business.

As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.

Job Responsibilities

• Lead Generation & Conversion:Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management:Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations:Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance:Uphold all industry regulations and manage associated risks
• Client Retention:Provide exceptional post-application support to build long-term client relationships.

Required Qualifications, Capabilities, and Skills

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2 years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.

• Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.