Senior Mortgage Lending Advisor | Home Financing Expert

JPMorganChase; Murrieta (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorganChase is seeking a Senior Home Lending Advisor to guide clients through the home loan lifecycle, coordinating with the Home Lending team and ensuring regulatory compliance while promoting Chase financial products. The role focuses on serving customers as their primary contact for loan-related matters and driving mortgage originations across branches.

The position emphasizes collaboration with bankers and a strong emphasis on customer experience, financial analysis, and cross-sell

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 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

Mortgage lending

Sales experience

Real estate knowledge

Communication skills

FHA/VA guidelines

Education

Bachelor's degree or equivalent

Job description

JPMorganChase is seeking a Senior Home Lending Advisor to guide clients through the home loan lifecycle, coordinating with the Home Lending team and ensuring regulatory compliance while promoting Chase financial products. The role focuses on serving customers as their primary contact for loan-related matters and driving mortgage originations across branches.

The position emphasizes collaboration with bankers and a strong emphasis on customer experience, financial analysis, and cross-sell