Senior Home Lending Advisor — Mortgage Coach

Aumni; South Burlington (VT); On-site; USD 75,000 - 110,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for clients throughout the loan lifecycle, applying expert knowledge of mortgage products while meeting regulatory requirements. Join a motivated team dedicated to guiding clients to homeownership, supporting you with sales, training, and strong cross-sell opportunities to grow your career.

You will collaborate with branches, manage client relationships, and provide consultative financial recommendations based on

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.
• FHA/VA sales experience.
• Marketing, promoting, relationship building, and consulting skills.
• Intermediate PC skills in a Windows environment.

Responsibilities

• Coach and mentor the branch team by providing training on products and services.
• Meets with customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience using marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations.
• Builds role as the internal and external mortgage expert and maintains relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and knowledge of customer's needs.

Skills

Mortgage lending

Sales experience

Communication skills

Real estate knowledge

FHA/VA guidelines knowledge

Education

Bachelor's degree or equivalent

Job description

Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for clients throughout the loan lifecycle, applying expert knowledge of mortgage products while meeting regulatory requirements. Join a motivated team dedicated to guiding clients to homeownership, supporting you with sales, training, and strong cross-sell opportunities to grow your career.

You will collaborate with branches, manage client relationships, and provide consultative financial recommendations based on