Senior Mortgage Lending Advisor

Testing Site - JPMC; City of Newburgh (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Senior Home Lending Advisor within Chase Home Lending to guide clients through the life of their loan, provide expert mortgage advice, and ensure compliance with regulatory requirements while marketing our financial products.

You will mentor branch teams, partner with bankers, meet customers, and build a trusted relationship by applying financial analysis, product knowledge, and stellar communication in the Newburgh area.

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

• Coach and mentor the branch team by providing training on products and services.
• Works together with bankers, meet with customers, and introduce 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

Real estate market knowledge

Communication skills

FHA/VA/FNMA/FHLMC guidelines

FHA/VA sales experience

Marketing relationships/consulting

PC skills

Education

Bachelor's degree or equivalent in sales/real estate

Job description

JPMorgan Chase is seeking a Senior Home Lending Advisor within Chase Home Lending to guide clients through the life of their loan, provide expert mortgage advice, and ensure compliance with regulatory requirements while marketing our financial products.

You will mentor branch teams, partner with bankers, meet customers, and build a trusted relationship by applying financial analysis, product knowledge, and stellar communication in the Newburgh area.