Senior Mortgage Lending Advisor & Client Champion

Fairygodboss; Wellington (FL); On-site; USD 85,000 - 105,000; Full time

Job summary

Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for customers through the loan life cycle. You will guide clients to homeownership, adhere to regulatory requirements, and collaborate with the Home Lending team to leverage market knowledge and marketing efforts.

You will mentor staff, build client relationships, and provide consultative financial recommendations based on customer needs and goals. This role emphasizes ethical standards and strong communication.

Qualifications

• Bachelor's degree or equivalent 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 marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations in footprint territories.
• 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.

Skills

Bachelor's degree

Mortgage lending

Sales experience

Real estate knowledge

Communication skills

FHA/VA guidelines

Education

Bachelor's degree or equivalent

Job description

Chase is seeking a Senior Home Lending Advisor to serve as the primary contact for customers through the loan life cycle. You will guide clients to homeownership, adhere to regulatory requirements, and collaborate with the Home Lending team to leverage market knowledge and marketing efforts.

You will mentor staff, build client relationships, and provide consultative financial recommendations based on customer needs and goals. This role emphasizes ethical standards and strong communication.