Full-Time

Senior Home Lending Advisor

Confirmed live in the last 24 hours

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services and investment banking

No salary listed

Mid, Senior

Plano, TX, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Financial analysis
Marketing
Requirements
  • 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.
Desired Qualifications
  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment

JPMorgan Chase & Co. offers a variety of financial services, including investment banking, asset management, and consumer banking, to a diverse clientele that ranges from individuals to large corporations and governments. The company leverages its expertise and proprietary data to provide high-quality financial products, generating revenue through interest, fees, and commissions. Unlike its competitors, JPMorgan Chase emphasizes integrity, service, and community development, with initiatives aimed at supporting veterans and local communities. Its goal is to deliver valuable financial solutions while contributing positively to society and the economy.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

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Simplify's Take

What believers are saying

  • Sustainability-linked financing expansion opens new green finance opportunities for JPMorgan Chase.
  • Acquisition of DroneShield stake diversifies investment portfolio into defense technology.
  • Japanese USD-denominated bonds offer growth potential in Asian markets for JPMorgan Chase.

What critics are saying

  • FedNow system adoption by competitors may erode JPMorgan's competitive advantage.
  • Investment in DroneShield exposes JPMorgan to defense sector risks and regulatory scrutiny.
  • In-house AI model rollout may face data privacy and AI bias challenges.

What makes JP Morgan Chase unique

  • JPMorgan Chase introduced the FedNow system, leading in real-time payments innovation.
  • The firm developed an in-house AI model, enhancing operational efficiency and client service.
  • JPMorgan Chase's JACI Asia Pacific Index boosts its influence in Asian bond markets.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

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