Senior Home Lending Advisor & Mortgage Growth Partner

JPMorganChase; Surprise (AZ); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Financial coaching

Job summary

JPMorgan Chase’s Chase Home Lending department seeks a Senior Home Lending Advisor in Surprise, AZ who will be the primary contact for customers throughout the loan life cycle. You’ll apply deep mortgage knowledge to advise clients, coordinate with bankers, and ensure compliant, customer‑focused service.

You will mentor teams, collaborate on cross‑sell initiatives, and promote mortgage solutions while meeting regulatory requirements and maintaining strong relationships with homeowners and real

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.

Education

Bachelor's degree or equivalent work experience in sales and/or real estate

Job description

JPMorgan Chase’s Chase Home Lending department seeks a Senior Home Lending Advisor in Surprise, AZ who will be the primary contact for customers throughout the loan life cycle. You’ll apply deep mortgage knowledge to advise clients, coordinate with bankers, and ensure compliant, customer‑focused service.

You will mentor teams, collaborate on cross‑sell initiatives, and promote mortgage solutions while meeting regulatory requirements and maintaining strong relationships with homeowners and real