Senior Mortgage Advisor

JPMorgan Chase & Co.; Town of Newburgh (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in New York/Orange County area seeks a Senior Home Lending Advisor for Chase Home Lending to guide clients through the loan lifecycle and deliver strong sales results.

You will serve as the primary contact for customers, ensuring regulatory compliance and coordinating with marketing efforts to originate mortgage loans. The role emphasizes product expertise, client relationships, and collaboration with branch teams to promote home lending solutions in the local market.

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

Sales experience

Retail banking

Communication skills

Financial analysis

Education

Bachelor's degree or equivalent

Tools

Windows

NMLS system

Job description

JPMorgan Chase & Co. in New York/Orange County area seeks a Senior Home Lending Advisor for Chase Home Lending to guide clients through the loan lifecycle and deliver strong sales results.

You will serve as the primary contact for customers, ensuring regulatory compliance and coordinating with marketing efforts to originate mortgage loans. The role emphasizes product expertise, client relationships, and collaboration with branch teams to promote home lending solutions in the local market.