Senior Home Mortgage Advisor

JPMorgan Chase & Co.; San Luis Obispo (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Senior Home Lending Advisor to serve as the main contact for customers through the life of the loan. You will leverage deep home lending product knowledge to support clients and collaborate with the Home Lending team to grow mortgage originations.

The role emphasizes regulatory adherence, marketing of financial products, and delivering an exceptional customer experience across branches and channels.

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 marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations.
• 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.

Skills

Mortgage lending

Sales experience

Real estate knowledge

Communication skills

Regulatory guidelines knowledge

Education

Bachelor's degree or equivalent in sales/real estate

Job description

JPMorgan Chase & Co. in California seeks a Senior Home Lending Advisor to serve as the main contact for customers through the life of the loan. You will leverage deep home lending product knowledge to support clients and collaborate with the Home Lending team to grow mortgage originations.

The role emphasizes regulatory adherence, marketing of financial products, and delivering an exceptional customer experience across branches and channels.