Senior Home Lending Advisor: Mortgage Expert & Client Coach

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the life of the loan, guiding clients toward homeownership with expert knowledge of mortgage products and compliant processes.

You will train branch teams, collaborate with bankers, and contribute to an outstanding customer experience through cross-sell efforts and coordinated marketing, all while adhering to regulatory 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.]
• 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.]
• JOB RESPONSIBILITIES PLACEHOLDER

Skills

Mortgage lending

Sales experience

Real estate knowledge

Communication

NMLS compliance

Education

Bachelor's degree or equivalent

Tools

Windows

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the life of the loan, guiding clients toward homeownership with expert knowledge of mortgage products and compliant processes.

You will train branch teams, collaborate with bankers, and contribute to an outstanding customer experience through cross-sell efforts and coordinated marketing, all while adhering to regulatory requirements.