Senior Mortgage Lending Advisor | Homeownership Champion

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego is seeking a Senior Home Lending Advisor to guide clients through the mortgage process and serve as the primary contact throughout the loan life cycle, while ensuring regulatory compliance and promoting Chase Home Lending products.

You will coach branch teams, collaborate with bankers to grow mortgage originations in footprint territories, and use marketing, cross-sell, and relationship-building skills to create an exceptional customer experience.

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 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 knowledge

Excellent communication

Education

Bachelor's degree or equivalent

Tools

Windows

Job description

JPMorgan Chase & Co. in San Diego is seeking a Senior Home Lending Advisor to guide clients through the mortgage process and serve as the primary contact throughout the loan life cycle, while ensuring regulatory compliance and promoting Chase Home Lending products.

You will coach branch teams, collaborate with bankers to grow mortgage originations in footprint territories, and use marketing, cross-sell, and relationship-building skills to create an exceptional customer experience.