Senior Mortgage Lending Advisor

JPMorgan Chase & Co.; Surprise (AZ); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Surprise, Arizona is seeking a Senior Home Lending Advisor to guide clients through the home loan process and coordinate with home lending specialists to meet customer needs.

You will be a primary contact for customers, providing financial recommendations, maintaining regulatory compliance, and fostering strong relationships with branch teams to drive mortgage originations.

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 FHA, VA, FNMA, and FHLMC guidelines.
• Excellent written and oral communication skills.

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

Communication skills

Sales experience

Real estate knowledge

Education

Bachelor's degree or equivalent in sales/real estate

Tools

Windows

Job description

JPMorgan Chase & Co. in Surprise, Arizona is seeking a Senior Home Lending Advisor to guide clients through the home loan process and coordinate with home lending specialists to meet customer needs.

You will be a primary contact for customers, providing financial recommendations, maintaining regulatory compliance, and fostering strong relationships with branch teams to drive mortgage originations.