Direct Home Lending Advisor — Drive Mortgage Growth

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

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