Direct-to-Consumer Mortgage Lending Advisor

JPMorgan Chase; Tempe (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Commission-based pay

On-site training

Job summary

JPMorgan Chase in Tempe, AZ seeks a Sales- Consumer Direct Home Lending Advisor to educate clients on mortgage products, guide them from application to closing, and balance service with sales in a call-center style environment.

In this role, you will lead generation, use CRM to track interactions, conduct phone consultations, ensure regulatory compliance, and deliver exceptional post-application support while advancing your career within Chase's Consumer & Community Banking team.

Qualifications

• MS Office proficiency and/or relevant financial software.
• Self-motivated, detail-oriented, and organized with multi-tasking.
• Excellent oral and written communication.
• Ability to work on-site, with Monday–Friday schedule.

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

MS Office proficiency

CRM system usage

Communication skills

On-site work readiness

Education

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

Tools

CRM system

Microsoft Office

Job description

JPMorgan Chase in Tempe, AZ seeks a Sales- Consumer Direct Home Lending Advisor to educate clients on mortgage products, guide them from application to closing, and balance service with sales in a call-center style environment.

In this role, you will lead generation, use CRM to track interactions, conduct phone consultations, ensure regulatory compliance, and deliver exceptional post-application support while advancing your career within Chase's Consumer & Community Banking team.