Senior Home Lending Advisor: Guide Clients to Homeownership

Aumni; Boise (ID); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

Chase Home Lending seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan life cycle, leveraging deep knowledge of home lending products while ensuring regulatory compliance. The role supports growth by guiding clients toward mortgage solutions and collaborating with a cross-functional team.

The position focuses on delivering an exceptional customer experience, mentoring branch staff, and driving mortgage originations within footprint territories.

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.

Responsabilités

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Connaissances

Mortgage lending experience

Retail banking sales

Real estate knowledge

Communication skills

FHA/VA guidelines knowledge

Formation

Bachelor's degree or equivalent in sales/real estate

Description du poste

Chase Home Lending seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan life cycle, leveraging deep knowledge of home lending products while ensuring regulatory compliance. The role supports growth by guiding clients toward mortgage solutions and collaborating with a cross-functional team.

The position focuses on delivering an exceptional customer experience, mentoring branch staff, and driving mortgage originations within footprint territories.