Direct Mortgage Lending Advisor

Testing Site - JPMC; Columbus (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase's Consumer Direct Home Lending team is seeking a results-driven Advisor to guide clients through the mortgage journey. You will serve as the primary contact from application to closing, leveraging your knowledge of home lending products to drive strong sales outcomes.

Collaborate with the on-site team, maintain CRM records, and ensure compliance with all regulatory requirements while promoting Chase's financial products and delivering exceptional client service.

Qualifications

• Strong proficiency in Microsoft Office Suite or relevant financial software.
• Self-motivated, detail-oriented, and organized with multitasking ability.
• Excellent oral and written communication skills.

Responsibilities

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

Skills

Microsoft Office Suite

Communication skills

Time management

Education

Bachelor’s degree or equivalent in finance/business

Tools

CRM software

Job description

JPMorgan Chase's Consumer Direct Home Lending team is seeking a results-driven Advisor to guide clients through the mortgage journey. You will serve as the primary contact from application to closing, leveraging your knowledge of home lending products to drive strong sales outcomes.

Collaborate with the on-site team, maintain CRM records, and ensure compliance with all regulatory requirements while promoting Chase's financial products and delivering exceptional client service.