Senior Home Lending Advisor: Guide Clients to Homeownership

Aumni

West Palm Beach (FL)

On-site

USD 85,000 - 120,000

Full time

14 days+

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Job summary

Chase Home Lending is seeking a Senior Home Lending Advisor to act as the primary contact for clients throughout the loan lifecycle. You will guide customers through mortgage options, maintain regulatory compliance, and partner with teams to optimize the lending experience.

You will leverage your knowledge of FHA/VA/FNMA/FHLMC guidelines and strong sales background to grow mortgage originations while delivering exceptional client service and cross-sell opportunities.

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 strong partnerships with retail branches to promote mortgage loan originations.
  • Builds as the mortgage expert and maintains relationships with customers.
  • Exhibits consultative skills to recommend financial options based on customer needs.

Skills

Excellent communication
Mortgage lending experience
Real estate market knowledge
FHA/VA/FNMA/FHLMC guidelines knowledge

Education

Bachelor's degree or equivalent in sales/real estate

Job description

Chase Home Lending is seeking a Senior Home Lending Advisor to act as the primary contact for clients throughout the loan lifecycle. You will guide customers through mortgage options, maintain regulatory compliance, and partner with teams to optimize the lending experience.

You will leverage your knowledge of FHA/VA/FNMA/FHLMC guidelines and strong sales background to grow mortgage originations while delivering exceptional client service and cross-sell opportunities.

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