Senior Home Lending Advisor — Mortgage Expert & Growth Coach

Aumni; Peachtree City (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor to guide clients through the mortgage process and serve as the primary contact throughout the loan lifecycle. You will work with a dynamic team that supports you with product knowledge and guidance in loan origination and customer service.

The role emphasizes regulatory compliance, relationship-building with customers, and collaboration with retail branches to drive mortgage originations while maintaining high service standards.

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

Skills

Mortgage lending

Retail banking sales

Real estate knowledge

Communication skills

Regulatory compliance

Education

Bachelor's degree or equivalent

Job description

Chase is seeking a Senior Home Lending Advisor to guide clients through the mortgage process and serve as the primary contact throughout the loan lifecycle. You will work with a dynamic team that supports you with product knowledge and guidance in loan origination and customer service.

The role emphasizes regulatory compliance, relationship-building with customers, and collaboration with retail branches to drive mortgage originations while maintaining high service standards.