Direct Mortgage Advisor - Consultative Home Lending

JPMorgan Chase & Co.; Jacksonville (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. (Chase Home Lending) is seeking a Consumer Direct Home Lending Advisor in Jacksonville, FL. You will guide clients through the mortgage process, acting as the primary contact from inquiry to loan completion, while ensuring regulatory compliance and promoting Chase's loan products.

The role emphasizes lead generation, proactive selling, and exceptional client service, with on-site training and a focus on achieving strong sales results and client retention.

Qualifications

• Proficiency in Microsoft Office Suite or equivalent financial software.
• Excellent written and verbal communication skills.
• Strong organizational and multitasking abilities.

Responsibilities

• Lead generation and conversion of warm inquiries into qualified mortgage applications.
• CRM management: record interactions and follow-up in the CRM system.
• Conduct phone consultations to guide clients through the mortgage process.
• Uphold regulatory compliance and manage related risks.
• Provide post-application support to build long-term client relationships.

Skills

MS Office

Communication

Time management

Education

Bachelor’s degree or equivalent

Tools

CRM system

Job description

JPMorgan Chase & Co. (Chase Home Lending) is seeking a Consumer Direct Home Lending Advisor in Jacksonville, FL. You will guide clients through the mortgage process, acting as the primary contact from inquiry to loan completion, while ensuring regulatory compliance and promoting Chase's loan products.

The role emphasizes lead generation, proactive selling, and exceptional client service, with on-site training and a focus on achieving strong sales results and client retention.