Inbound Mortgage Advisor: Consumer Direct Sales

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an energetic Consumer Direct Home Lending Advisor in Tempe to guide customers through mortgage processes.

You’ll convert inbound inquiries, educate clients on home lending products, and connect them with Chase’s financial services in a compliant, customer-first manner. This on-site role emphasizes strong communication, organization, and a results-driven approach, with a base salary plus commission tied to sales performance.

Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field.
• 2+ years of mortgage sales or related financial services experience.
• Strong 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

Communication skills

Detail-oriented

Education

Bachelor’s degree in finance or related field

Tools

CRM software

Job description

JPMorgan Chase & Co. is seeking an energetic Consumer Direct Home Lending Advisor in Tempe to guide customers through mortgage processes.

You’ll convert inbound inquiries, educate clients on home lending products, and connect them with Chase’s financial services in a compliant, customer-first manner. This on-site role emphasizes strong communication, organization, and a results-driven approach, with a base salary plus commission tied to sales performance.