Direct Mortgage Advisor - Inbound Leads

JPMorganChase; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Consumer Direct Home Lending Advisor for its call center in Tempe, AZ. You will educate clients on home lending products, guide them through the loan process, and balance service with sales to drive customer satisfaction.

The role offers a base salary plus commission, with opportunities to grow within Chase's broad product suite and support from a dynamic team. In-office training and a customer-first focus are emphasized.

Qualifications

• Bachelor's degree or equivalent experience in finance or business preferred.
• 2+ years in mortgage sales, banking, or related financial services.
• Strong ability to meet sales targets and convert inquiries to applications.
• Proficiency with MS Office and basic financial software.

Responsibilities

• Lead generation and conversion of inbound inquiries into qualified mortgage applications.
• Record customer interactions and follow-ups in the CRM system.
• Conduct phone consultations guiding clients through the mortgage process from application to closing.
• Uphold regulatory compliance and manage associated risks.
• Provide post-application support to retain clients and grow relationships.

Skills

CRM experience

Sales experience

Regulatory knowledge

Communication skills

MS Office

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Job description

JPMorgan Chase is seeking a Consumer Direct Home Lending Advisor for its call center in Tempe, AZ. You will educate clients on home lending products, guide them through the loan process, and balance service with sales to drive customer satisfaction.

The role offers a base salary plus commission, with opportunities to grow within Chase's broad product suite and support from a dynamic team. In-office training and a customer-first focus are emphasized.