Senior Home Lending Advisor & Mortgage Expert

Testing Site - JPMC; Mission Viejo (CA); Presencial; USD 110 000 - 140 000; Tempo integral

Resumo da oferta

JPMorganChase in Mission Viejo, CA is seeking a Senior Home Lending Advisor to guide clients through the home loan process. You will serve as the primary contact for customers, offering expert mortgage knowledge and coordinating with the lending team to meet financial goals.

The role requires deep knowledge of real estate markets, FHA/VA/FNMA/FHLMC guidelines, and strong communication. Compliance with banking regulations and proactive customer service are essential.

Qualificações

• 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; knowledge of FHA, VA, FNMA, and FHLMC guidelines.

Responsabilidades

• 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.

Conhecimentos

Mortgage lending

Sales experience

Real estate knowledge

Communication skills

FHA/VA guidelines

Formação académica

Bachelor's degree or equivalent

Descrição da oferta de emprego

JPMorganChase in Mission Viejo, CA is seeking a Senior Home Lending Advisor to guide clients through the home loan process. You will serve as the primary contact for customers, offering expert mortgage knowledge and coordinating with the lending team to meet financial goals.

The role requires deep knowledge of real estate markets, FHA/VA/FNMA/FHLMC guidelines, and strong communication. Compliance with banking regulations and proactive customer service are essential.