Direct Mortgage Advisor – Home Lending

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking a Consumer Direct Home Lending Advisor in Columbus, Ohio. In this role, you will help clients navigate the mortgage process, convert leads into applications, and ensure compliance with all regulatory standards. Ideal candidates are detail-oriented with strong proficiency in Microsoft Office and excellent communication skills. The position requires adherence to in-office work schedules and participation in trainings, offering opportunities to grow in a dynamic environment.

Qualifications

• 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.

Responsibilities

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

Job description

A leading financial services firm is seeking a Consumer Direct Home Lending Advisor in Columbus, Ohio. In this role, you will help clients navigate the mortgage process, convert leads into applications, and ensure compliance with all regulatory standards. Ideal candidates are detail-oriented with strong proficiency in Microsoft Office and excellent communication skills. The position requires adherence to in-office work schedules and participation in trainings, offering opportunities to grow in a dynamic environment.