Senior Mortgage Lending Advisor & Team Coach

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

Job summary

JPMorgan Chase & Co. in California seeks an experienced Senior Home Lending Advisor to guide clients through the life of a loan and to promote a full range of mortgage products.

You will be the primary contact for customers, supported by a team that shares knowledge on home lending and regulatory compliance. The role focuses on delivering personalized mortgage solutions, maintaining strong client relationships, and ensuring adherence to lending guidelines while driving growth and customer

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

Communication skills

Real estate market knowledge

FHA/VA/FNMA/FHLMC guidelines

Education

Bachelor's degree or equivalent in sales and/or real estate

3+ years of mortgage lending experience

Job description

JPMorgan Chase & Co. in California seeks an experienced Senior Home Lending Advisor to guide clients through the life of a loan and to promote a full range of mortgage products.

You will be the primary contact for customers, supported by a team that shares knowledge on home lending and regulatory compliance. The role focuses on delivering personalized mortgage solutions, maintaining strong client relationships, and ensuring adherence to lending guidelines while driving growth and customer