Senior Mortgage Lending Strategist

JPMorganChase; Capitola (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorganChase in California seeks a Senior Home Lending Advisor to guide clients through the loan lifecycle, serving as the primary contact from origination to close while collaborating with bankers and leveraging Chase marketing tools to grow mortgage originations.

The successful candidate will have deep mortgage knowledge, strong sales acumen, and a commitment to regulatory compliance, with the ability to deliver exceptional customer experiences in a dynamic financial services environment.

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

Regulatory knowledge

Education

Bachelor's degree or equivalent

Job description

JPMorganChase in California seeks a Senior Home Lending Advisor to guide clients through the loan lifecycle, serving as the primary contact from origination to close while collaborating with bankers and leveraging Chase marketing tools to grow mortgage originations.

The successful candidate will have deep mortgage knowledge, strong sales acumen, and a commitment to regulatory compliance, with the ability to deliver exceptional customer experiences in a dynamic financial services environment.