Sales- Consumer Direct Home Lending Advisor

JPMorganChase; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Consumer Direct Home Lending Advisor for its call center in Tempe, AZ. You will educate clients on home lending products, guide them through the loan process, and balance service with sales to drive customer satisfaction.

The role offers a base salary plus commission, with opportunities to grow within Chase's broad product suite and support from a dynamic team. In-office training and a customer-first focus are emphasized.

Qualifications

• Bachelor's degree or equivalent experience in finance or business preferred.
• 2+ years in mortgage sales, banking, or related financial services.
• Strong ability to meet sales targets and convert inquiries to applications.
• Proficiency with MS Office and basic financial software.

Responsibilities

• Lead generation and conversion of inbound inquiries into qualified mortgage applications.
• Record customer interactions and follow-ups in the CRM system.
• Conduct phone consultations guiding clients through the mortgage process from application to closing.
• Uphold regulatory compliance and manage associated risks.
• Provide post-application support to retain clients and grow relationships.

Skills

CRM experience

Sales experience

Regulatory knowledge

Communication skills

MS Office

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Job description

Job Description

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

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.