Senior Mortgage Lending Advisor

JPMorganChase; Visalia (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor in Chase Home Lending to guide clients through the loan lifecycle with expert knowledge of home lending products. You’ll serve as the primary contact for customers, coordinating with branch teams and bankers to promote mortgage solutions.

The role requires a Bachelor's degree or equivalent and at least 3 years of mortgage lending and retail banking sales, plus knowledge of FHA/VA/FNMA/FHLMC guidelines. California market experience preferred.

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.

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 knowledge

Retail banking sales

Real estate market knowledge

Regulatory compliance

Communication skills

Education

Bachelor's degree or equivalent in sales/real estate

Job description

Chase is seeking a Senior Home Lending Advisor in Chase Home Lending to guide clients through the loan lifecycle with expert knowledge of home lending products. You’ll serve as the primary contact for customers, coordinating with branch teams and bankers to promote mortgage solutions.

The role requires a Bachelor's degree or equivalent and at least 3 years of mortgage lending and retail banking sales, plus knowledge of FHA/VA/FNMA/FHLMC guidelines. California market experience preferred.