Consumer Direct Home Lending Advisor - Columbus, OH

Testing Site - JPMC; Columbus (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase's Consumer Direct Home Lending team is seeking a results-driven Advisor to guide clients through the mortgage journey. You will serve as the primary contact from application to closing, leveraging your knowledge of home lending products to drive strong sales outcomes.

Collaborate with the on-site team, maintain CRM records, and ensure compliance with all regulatory requirements while promoting Chase's financial products and delivering exceptional client service.

Qualifications

• Strong proficiency in Microsoft Office Suite or relevant financial software.
• Self-motivated, detail-oriented, and organized with multitasking ability.
• Excellent oral and written communication skills.

Responsibilities

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

Skills

Microsoft Office Suite

Communication skills

Time management

Education

Bachelor’s degree or equivalent in finance/business

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.
• Manage CRM:Efficiently record customer interactions and follow-up activities in our CRM system.
• Conduct hone Consultations:Conduct thorough phone consultations to guide clients through the mortgage process.
• Ensure Regulatory Compliance:Uphold all industry regulations and manage associated risks.
• Retain Clients: 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

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx