Senior Mortgage Advisor - Lead Client Home Loans

Testing Site - JPMC; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

Chase Home Lending in Florida seeks a Senior Home Lending Advisor to serve as the primary point of contact for customers throughout the life of the loan, ensuring regulatory compliance and promoting the bank's lending products.

The role focuses on coaching branch teams, meeting customers with bankers for additional products, and collaborating on marketing to drive mortgage originations while maintaining strong client relationships.

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 local real estate market.
• 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

Real estate knowledge

Communication skills

FHA/VA guidelines

Education

Bachelor's degree or equivalent

Job description

Chase Home Lending in Florida seeks a Senior Home Lending Advisor to serve as the primary point of contact for customers throughout the life of the loan, ensuring regulatory compliance and promoting the bank's lending products.

The role focuses on coaching branch teams, meeting customers with bankers for additional products, and collaborating on marketing to drive mortgage originations while maintaining strong client relationships.