Senior Home Lending Advisor: Mortgage Expert & Client Champion

JP Morgan Chase; Toledo (OH); On-site; USD 14,000 - 19,000; Full time

Job summary

Senior Home Lending Advisor in Chase Home Lending, Toledo, OH, serves as the primary contact for customers throughout the loan life cycle. You will leverage knowledge of home loan products, regulatory requirements, and local real estate trends to guide clients from pre-qualification to closing.

You will coach branch staff, partner with bankers to cross-sell mortgage solutions, and maintain strong relationships with customers while upholding all compliance standards and NMLS requirements.

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 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.

Skills

Mortgage lending

Sales experience

Real estate market

Communication skills

Regulatory knowledge

Education

Bachelor's degree or equivalent

Job description

Senior Home Lending Advisor in Chase Home Lending, Toledo, OH, serves as the primary contact for customers throughout the loan life cycle. You will leverage knowledge of home loan products, regulatory requirements, and local real estate trends to guide clients from pre-qualification to closing.

You will coach branch staff, partner with bankers to cross-sell mortgage solutions, and maintain strong relationships with customers while upholding all compliance standards and NMLS requirements.