Direct Mortgage Lending Advisor

JPMorganChase; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Consumer Direct Home Lending Advisor to be the primary contact for customers throughout the loan life cycle. You will leverage your knowledge of home lending products and ensure compliance with regulatory requirements while marketing Chase's financial products.

This role includes on-site training and a focus on strong sales results. You will guide clients through the mortgage process, conduct phone consultations, and maintain exceptional client relationships,

Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and financial software.
• Excellent oral and written communication skills.

Responsibilities

• Lead generation and conversion of inbound inquiries into qualified mortgage applications.
• Record customer interactions and follow-up activities in the CRM system.

Skills

MS Office Suite

Strong communication

Detail-oriented

Time management

Education

Bachelor's degree in finance, business, or related field

Tools

CRM system

Job description

JPMorgan Chase is seeking a Consumer Direct Home Lending Advisor to be the primary contact for customers throughout the loan life cycle. You will leverage your knowledge of home lending products and ensure compliance with regulatory requirements while marketing Chase's financial products.

This role includes on-site training and a focus on strong sales results. You will guide clients through the mortgage process, conduct phone consultations, and maintain exceptional client relationships,