Senior Mortgage Advisor & Team Coach

JPMorgan Chase & Co.; Westwood (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Senior Home Lending Advisor to guide clients through the mortgage life cycle and act as the primary contact for home loan needs. You will support customers with regulatory compliance while promoting Chase Home Lending products.

The role emphasizes collaboration with bankers, training branch staff, and driving mortgage originations within footprint territories. Excellent communication and real estate knowledge are essential.

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

Mortgage lending experience

Retail banking sales

Real estate market knowledge

Communication skills

Regulatory guidance (FHA/VA/FNMA/FHLMC

Education

Bachelor's degree or equivalent in sales/real estate

Job description

JPMorgan Chase & Co. in the United States is seeking a Senior Home Lending Advisor to guide clients through the mortgage life cycle and act as the primary contact for home loan needs. You will support customers with regulatory compliance while promoting Chase Home Lending products.

The role emphasizes collaboration with bankers, training branch staff, and driving mortgage originations within footprint territories. Excellent communication and real estate knowledge are essential.