Senior Mortgage Lending Advisor

JPMorgan Chase & Co.; Rancho Murieta (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the life of their loan.

You will leverage deep knowledge of home lending products and regulatory requirements to deliver guidance and a high level of service within Chase Home Lending. Collaborating with branch teams, you will coach peers, meet clients, promote mortgage loan originations, and maintain trusted relationships by assessing financial needs and offering

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

Sales Experience

Real Estate Knowledge

Education

Bachelor's degree or equivalent work experience in sales and/or real estate

Job description

JPMorgan Chase & Co. in California seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the life of their loan.

You will leverage deep knowledge of home lending products and regulatory requirements to deliver guidance and a high level of service within Chase Home Lending. Collaborating with branch teams, you will coach peers, meet clients, promote mortgage loan originations, and maintain trusted relationships by assessing financial needs and offering