Sales- Consumer Direct Home Lending Advisor

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 45,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Consumer Direct Home Lending Advisor in Tempe, Arizona. This role focuses on guiding clients through the mortgage process and building relationships while ensuring compliance with regulations. Candidates must have strong communication skills and proficiency in Microsoft Office. A Bachelor’s degree and prior mortgage sales experience are preferred. The position offers a competitive commission structure and numerous growth opportunities within a collaborative team environment.

Qualifications

• Strong proficiency in Microsoft Office Suite or relevant financial software.
• Self-motivated, detail-oriented, and organized with multitasking abilities.
• Excellent oral and written communication skills.
• Ability to work in-office and participate in on-site training.

Responsibilities

• Convert warm inbound inquiries into qualified mortgage applications.
• Record customer interactions efficiently in the CRM system.
• Conduct phone consultations to guide clients through the mortgage process.
• Uphold industry regulations and manage risks.
• Provide exceptional post-application support.

Skills

Microsoft Office Suite

Organizational skills

Communication skills

Sales experience

Education

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

Job description

Join our collaborative team as a Consumer Direct Home Lending Advisor at Chase. In this call center-based role, you’ll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance. As the trusted first point of contact for customers seeking mortgage solutions, you’ll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing. By balancing service and sales, you’ll build strong relationships, identify customer needs, and connect clients to Chase’s full range of financial products. You’ll ensure all activities comply with regulatory requirements while delivering a seamless, customer-first experience. Supported by a dynamic team, you’ll have the opportunity to grow your skills and advance your career.

Job 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.

Required Qualifications, Capabilities, and Skills

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self‑motivated, detail‑oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• 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.

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
• Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx