Senior Mortgage Advisor & Team Coach

Fairygodboss; Montgomery (AL); On-site; USD 65,000 - 95,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor to guide clients through the loan lifecycle, from pre-qualification to close, while delivering outstanding service.

You will leverage knowledge of FHA/VA and conventional products to tailor solutions, mentor branch staff, and collaborate with bankers to grow mortgage originations in footprint markets.

The role emphasizes regulatory compliance, strong communication, and the ability to build lasting relationships with customers and referral partners.

Qualifications

• Bachelor's degree or equivalent in sales or real estate.
• 3+ years in mortgage lending and retail banking sales.
• Knowledge of local real estate market.
• Excellent written and verbal communication.
• Familiarity with FHA/VA/FNMA/FHLMC guidelines.

Responsibilities

• Coaches and mentors the branch team by training on products and services.
• Meet with customers and introduce them to bankers for additional products.
• Collaborate to create a standout customer experience through marketing efforts.
• Builds partnerships to promote mortgage loan originations.
• Act as mortgage expert and maintain relationships with customers.
• Provide consultative recommendations based on financial analysis and needs.

Skills

Mortgage lending

Retail banking sales

Customer service

Real estate knowledge

Communication skills

Education

Bachelor's degree or equivalent in sales/real estate

Job description

Chase is seeking a Senior Home Lending Advisor to guide clients through the loan lifecycle, from pre-qualification to close, while delivering outstanding service.

You will leverage knowledge of FHA/VA and conventional products to tailor solutions, mentor branch staff, and collaborate with bankers to grow mortgage originations in footprint markets.

The role emphasizes regulatory compliance, strong communication, and the ability to build lasting relationships with customers and referral partners.