Senior Mortgage Advisor & Home Financing Expert

Next Frontier Capital; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Job summary

Chase is seeking a Senior Home Lending Advisor to join Chase Home Lending and serve as the primary contact for customers throughout the life of the loan. You will adhere to regulatory requirements while marketing and promoting Chase financial products, with support from a knowledgeable Home Lending team.

You will guide clients to homeownership, collaborate with bankers, and drive a strong customer experience and mortgage loan originations across footprint territories.

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

Sales experience

Communication skills

Regulatory knowledge

Education

Bachelor's degree or equivalent

Tools

Windows PC

Job description

Chase is seeking a Senior Home Lending Advisor to join Chase Home Lending and serve as the primary contact for customers throughout the life of the loan. You will adhere to regulatory requirements while marketing and promoting Chase financial products, with support from a knowledgeable Home Lending team.

You will guide clients to homeownership, collaborate with bankers, and drive a strong customer experience and mortgage loan originations across footprint territories.