Senior Mortgage Advisor - Guide Clients to Homeownership

Next Frontier Capital; Seattle (WA); On-site; USD 85,000 - 120,000; Full time

Job summary

Chase Home Lending seeks a Senior Home Lending Advisor to guide clients through the loan lifecycle as the primary contact, while ensuring regulatory compliance and promoting Chase mortgage products. You will mentor branch staff and collaborate with bankers to grow mortgage originations and deliver an exceptional customer experience.

You will provide consultative financial recommendations, based on client needs and market knowledge, and maintain strong relationships with customers and internal

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

Mortgage lending experience

Real estate market knowledge

Communication skills

FHA/VA guidelines knowledge

Education

Bachelor's degree or equivalent in sales/real estate

Job description

Chase Home Lending seeks a Senior Home Lending Advisor to guide clients through the loan lifecycle as the primary contact, while ensuring regulatory compliance and promoting Chase mortgage products. You will mentor branch staff and collaborate with bankers to grow mortgage originations and deliver an exceptional customer experience.

You will provide consultative financial recommendations, based on client needs and market knowledge, and maintain strong relationships with customers and internal