Senior Mortgage Advisor (Home Lending)

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co.'s Chase Home Lending seeks a Senior Home Lending Advisor to act as the primary contact for clients throughout the loan lifecycle.

You will apply your mortgage knowledge to guide customers, collaborate with branch teams, and ensure regulatory compliance while promoting Chase home lending products and services.

Opportunity for growth within a high-energy sales environment in a regulated financial institution.

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 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

Mortgage lending

Sales experience

Communication skills

Real estate knowledge

Education

Bachelor's degree or equivalent

Job description

JPMorgan Chase & Co.'s Chase Home Lending seeks a Senior Home Lending Advisor to act as the primary contact for clients throughout the loan lifecycle.

You will apply your mortgage knowledge to guide customers, collaborate with branch teams, and ensure regulatory compliance while promoting Chase home lending products and services.

Opportunity for growth within a high-energy sales environment in a regulated financial institution.