Senior Home Lending Advisor - Mortgage Solutions Lead

Fairygodboss; Commack (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan life cycle. You will support the life-cycle of the loan with expert knowledge of home lending products while ensuring compliance with regulations.

The role emphasizes strong sales results, real estate market knowledge, and exceptional communication skills to guide clients through the home ownership journey.

Qualifications

• Minimum three 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, meeting with their customers and introducing new clients to bankers for additional products and services.
• Partners 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 can function well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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 experience

Sales experience

Real estate knowledge

Communication skills

Regulatory knowledge

Education

Bachelor's degree or equivalent

Tools

Windows PC skills

Job description

Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan life cycle. You will support the life-cycle of the loan with expert knowledge of home lending products while ensuring compliance with regulations.

The role emphasizes strong sales results, real estate market knowledge, and exceptional communication skills to guide clients through the home ownership journey.