Senior Home Financing Advisor

Aumni; Santa Cruz (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Senior Home Lending Advisor to guide clients through the home loan process, serving as the primary contact throughout the loan lifecycle. The role emphasizes regulatory compliance, cross-selling, and delivering an exceptional customer experience while leveraging Chase’s marketing and digital tools.

The ideal candidate brings 3+ years in mortgage lending, a solid grasp of FHA/VA/FNMA/FHLMC guidelines, and excellent communication skills, within a high-energy banking

Qualifications

• Bachelor's degree or equivalent work experience in sales and/or real estate.
• 3+ years of mortgage lending and proven sales experience in retail banking.
• Knowledge of real estate market in local area.
• Excellent written and oral communication skills.
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines.

Responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works with bankers, meets with customers and introduces new clients to bankers for additional products and services.
• Collaborates with the team to create an outstanding customer experience using marketing and cross-sell efforts.
• Develops a strong partnership with assigned retail branches to promote mortgage loan originations in footprint territories.
• Builds as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and product knowledge.

Skills

Mortgage lending experience

Sales experience

Real estate market knowledge

Communication skills

Regulatory knowledge (FHA/VA/FNMA/FHL/

Education

Bachelor's degree or equivalent

Job description

JPMorgan Chase is seeking a Senior Home Lending Advisor to guide clients through the home loan process, serving as the primary contact throughout the loan lifecycle. The role emphasizes regulatory compliance, cross-selling, and delivering an exceptional customer experience while leveraging Chase’s marketing and digital tools.

The ideal candidate brings 3+ years in mortgage lending, a solid grasp of FHA/VA/FNMA/FHLMC guidelines, and excellent communication skills, within a high-energy banking