Senior Mortgage Lending Advisor – Home Financing Expert

Testing Site - JPMC; Severna Park (MD); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Senior Home Lending Advisor to guide clients through the home loan process, serving as the primary contact while leveraging team support for product expertise and regulatory compliance.

The role focuses on delivering consultative mortgage solutions, building strong customer relationships, and driving originations within footprint territories. Strong sales and real estate knowledge are essential.

Qualifications

• Bachelor's degree or equivalent in sales/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.
• FHA/VA sales experience.
• Marketing, promoting, relationship building, and consulting skills.
• Intermediate PC skills in a Windows environment.

Responsibilities

• Coach and mentor the branch team by providing training on products and services.
• Works together with bankers, meet with customers, and introduce 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 market knowledge

Communication skills

Regulatory knowledge

Education

Bachelor's degree or equivalent in sales/real estate

Tools

Windows

Job description

JPMorgan Chase is seeking a Senior Home Lending Advisor to guide clients through the home loan process, serving as the primary contact while leveraging team support for product expertise and regulatory compliance.

The role focuses on delivering consultative mortgage solutions, building strong customer relationships, and driving originations within footprint territories. Strong sales and real estate knowledge are essential.