Senior Mortgage Lending Consultant

Testing Site - JPMC; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Chase Home Lending seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan lifecycle, guiding them through mortgage options and processes with strong regulatory compliance. You will collaborate with bankers to promote mortgage originations and deliver an outstanding customer experience.

The role emphasizes excellent communication, deep knowledge of mortgage products, and the ability to build trusted relationships with clients and branch teams.

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 FHA, VA, FNMA, and FHLMC guidelines.

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

Sales experience

Communication skills

Real estate knowledge

Education

Bachelor's degree or equivalent

Job description

Chase Home Lending seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan lifecycle, guiding them through mortgage options and processes with strong regulatory compliance. You will collaborate with bankers to promote mortgage originations and deliver an outstanding customer experience.

The role emphasizes excellent communication, deep knowledge of mortgage products, and the ability to build trusted relationships with clients and branch teams.