Senior Home Lending Advisor - Mortgage Expert & Growth

JPMorgan Chase & Co.

Carlsbad (CA)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in California is seeking a Senior Home Lending Advisor to guide clients through the mortgage lifecycle, leveraging expertise in FHA/VA/FNMA/FHLMC guidelines to tailor solutions. You will support branch staff and engage customers to deliver optimal financing options.

You will collaborate with bankers, promote a superior client experience, and ensure compliance with regulatory requirements while staying current with market conditions.

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 customers and introduces new clients to bankers for additional products and services.
  • Collaborates to create an outstanding customer experience using Chase marketing and outreach efforts.
  • Develops a strong partnership with retail branches to promote mortgage loan originations in footprint territories.
  • Builds role as the internal and external mortgage expert and maintains relationships with customers.
  • Provides consultative recommendations based on financial analysis, product knowledge, and customer needs.

Skills

Mortgage lending
Retail banking
Sales experience
Real estate market knowledge
Communication skills
Guidelines compliance

Education

Bachelor's degree or equivalent

Job description

JPMorgan Chase & Co. in California is seeking a Senior Home Lending Advisor to guide clients through the mortgage lifecycle, leveraging expertise in FHA/VA/FNMA/FHLMC guidelines to tailor solutions. You will support branch staff and engage customers to deliver optimal financing options.

You will collaborate with bankers, promote a superior client experience, and ensure compliance with regulatory requirements while staying current with market conditions.

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