Senior Mortgage Advisor & Home Financing Expert

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase Home Lending is seeking a Senior Home Lending Advisor to guide clients through the loan process with expert knowledge of home financing products and compliance. You will be a primary contact for customers throughout the loan life cycle, ensuring regulatory adherence while promoting Chase financial products and delivering a high-quality experience.

This role emphasizes growth and client outcomes in a fast-paced environment.

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 experience

Sales experience

Communication skills

Education

Bachelor's degree or equivalent

Tools

Windows PC

Job description

Chase Home Lending is seeking a Senior Home Lending Advisor to guide clients through the loan process with expert knowledge of home financing products and compliance. You will be a primary contact for customers throughout the loan life cycle, ensuring regulatory adherence while promoting Chase financial products and delivering a high-quality experience.

This role emphasizes growth and client outcomes in a fast-paced environment.