Mortgage Solutions Advisor — Consumer Direct

Testing Site - JPMC; Jacksonville (FL); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase in Jacksonville, FL seeks a Consumer Direct Home Lending Advisor for a call center-based role that blends service with sales. You educate clients on home lending products, guide them from application to closing, and help connect customers to Chase’s full range of financial solutions.

You’ll work with a dynamic team, earn a base salary plus commissions, and ensure all activities align with regulatory requirements, delivering a customer-first experience.

Qualifications

• Strong proficiency in Microsoft Office Suite or relevant financial software.
• Self-motivated, detail-oriented, and organized.
• 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.
• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2 years of mortgage sales, banking, or related financial services experience, with a strong understanding of mortgage products.

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

Communication skills

Self-motivated

Detail-oriented

Organized

Multitasking

Education

Bachelor’s degree or equivalent experience in finance or business

Tools

CRM system

Microsoft Office Suite

Job description

JPMorgan Chase in Jacksonville, FL seeks a Consumer Direct Home Lending Advisor for a call center-based role that blends service with sales. You educate clients on home lending products, guide them from application to closing, and help connect customers to Chase’s full range of financial solutions.

You’ll work with a dynamic team, earn a base salary plus commissions, and ensure all activities align with regulatory requirements, delivering a customer-first experience.