Senior Home Lending Expert & Advisor

JPMorgan Chase; Mission Viejo (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor to join Chase Home Lending in California, serving as the primary contact for customers throughout the loan life cycle and guiding on mortgage products and regulatory requirements.

You will work with a motivated team to deliver an exceptional customer experience, leveraging Chase resources and marketing efforts to grow mortgage originations while maintaining high professional 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 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.

Skills

Bachelor's degree or equivalent in S&F

3+ years mortgage lending

Knowledge of real estate market

Excellent communication skills

FHA/VA/FNMA/FHLMC guidelines

Job description

Chase is seeking a Senior Home Lending Advisor to join Chase Home Lending in California, serving as the primary contact for customers throughout the loan life cycle and guiding on mortgage products and regulatory requirements.

You will work with a motivated team to deliver an exceptional customer experience, leveraging Chase resources and marketing efforts to grow mortgage originations while maintaining high professional standards.