Direct Mortgage Consultant: Consumer Home Lending

JP Morgan Chase; Jacksonville (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Chase Home Lending is seeking a Consumer Direct Home Lending Advisor to guide clients through the mortgage process, leveraging deep knowledge of home lending products to serve as the main contact across the loan lifecycle.

You will adhere to regulatory requirements while marketing Chase's financial products, with on-site training Monday through Friday and a focus on strong sales results.

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

Detail-oriented

Communication skills

On-site work

Education

Bachelor's degree or equivalent in Finance/Business

Tools

CRM system

Job description

Chase Home Lending is seeking a Consumer Direct Home Lending Advisor to guide clients through the mortgage process, leveraging deep knowledge of home lending products to serve as the main contact across the loan lifecycle.

You will adhere to regulatory requirements while marketing Chase's financial products, with on-site training Monday through Friday and a focus on strong sales results.