Senior Mortgage Lending Strategist

J.P. Morgan Chase & Co.; Santa Maria (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

JP Morgan Chase is seeking a Senior Home Lending Advisor within Chase Home Lending to serve as the primary contact for customers throughout the life of the loan, applying deep mortgage knowledge while ensuring regulatory compliance and promoting the bank's products.

You will join a motivated team focused on guiding clients to homeownership, coaching branch staff, meeting with customers, and collaborating on marketing initiatives to grow mortgage originations.

Qualifications

• Bachelor's degree or equivalent in sales/real estate.
• 3+ years mortgage lending and proven sales experience in retail banking.
• Knowledge of local real estate market.
• 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

Excellent communication

Sales experience

Real estate knowledge

Regulatory understanding

Customer relationship skills

Windows PC skills

Education

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

Tools

Windows PC skills

Job description

JP Morgan Chase is seeking a Senior Home Lending Advisor within Chase Home Lending to serve as the primary contact for customers throughout the life of the loan, applying deep mortgage knowledge while ensuring regulatory compliance and promoting the bank's products.

You will join a motivated team focused on guiding clients to homeownership, coaching branch staff, meeting with customers, and collaborating on marketing initiatives to grow mortgage originations.