Senior Mortgage Lending Advisor

JPMorganChase; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase seeks a Senior Home Lending Advisor in Plano, TX, to guide clients through the mortgage process and act as the primary contact for loan needs. You will train branch teams and partner with bankers to grow originations while maintaining regulatory compliance.

You will leverage knowledge of FHA/VA and FNMA/FHLMC guidelines, provide financial analysis-based recommendations, and build strong customer relationships to support Chase's loan products and services.

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

Sales experience

Real estate market knowledge

Communication skills

FHA/VA/FNMA/FHLMC guidelines knowledge

Windows PC skills

Education

Bachelor's degree or equivalent

Tools

Windows

Job description

JPMorgan Chase seeks a Senior Home Lending Advisor in Plano, TX, to guide clients through the mortgage process and act as the primary contact for loan needs. You will train branch teams and partner with bankers to grow originations while maintaining regulatory compliance.

You will leverage knowledge of FHA/VA and FNMA/FHLMC guidelines, provide financial analysis-based recommendations, and build strong customer relationships to support Chase's loan products and services.