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

Senior

Naples, FL, USA

Category
Real Estate
Real Estate Finance
Required Skills
Financial analysis
Marketing
Requirements
  • Minimum three 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, meeting with their customers and introducing new clients to bankers for additional products and services
  • Partners 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 can function well within formal and dotted-line reporting relationships
  • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
  • Bachelor's degree or equivalent work experience in sales and/or real estate

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 comprehensive financial solutions while positively impacting society and the economy.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on ESG investing aligns with growing client demand for responsible investments.
  • Investments in digital banking and fintech enhance customer experience and operational efficiency.
  • Exploration of digital currencies offers innovation opportunities in digital payments and blockchain.

What critics are saying

  • Legal challenges from derivative contracts could lead to financial losses and reputational damage.
  • A $175 million fraud case highlights vulnerabilities in due diligence processes.
  • Strategic shifts in energy dealmaking may expose the firm to volatile markets.

What makes JP Morgan Chase unique

  • JPMorgan Chase leverages over 200 years of financial expertise and global market presence.
  • The firm offers a diverse range of services from investment banking to consumer banking.
  • JPMorgan Chase's proprietary data and market access enhance its financial product offerings.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

CoinRank
Mar 20th, 2025
JPMorgan Chase CEO: US economy is still in the soft landing stage

CoinRank News: JPMorgan Chase CEO Jamie Dimon said at the Adobe Annual Summit in Las Vegas on Wednesday that the U.S. economy is still in a soft landing phase, but there are many external turbulence factors.

ShareCafe
Mar 20th, 2025
Integrated Research Secures $9.8M JP Morgan Renewal

Integrated Research (ASX:IRI) has announced a substantial contract renewal with JP Morgan Chase, the largest bank in the US.

MarketBeat
Mar 20th, 2025
Clare Market Investments LLC Invests $1.73 Million in JPMorgan Chase & Co. (NYSE:JPM)

Clare Market Investments LLC invests $1.73 million in JPMorgan Chase & Co. (NYSE:JPM).

MarketBeat
Mar 20th, 2025
Saratoga Investment Corp. (NYSE:SAR) Short Interest Update

JPMorgan Chase & Co. purchased a new stake in Saratoga Investment in the third quarter worth $116,000.

Richmond Side
Mar 19th, 2025
Richmond sues banks to recover millions it says were lost to financial contracts

The city of Richmond filed a lawsuit Monday against JPMorgan Chase, Royal Bank of Canada (RBC) and the city's former financial advisors that seeks to recover "tens of millions" in payments made on derivative contracts that officials claim violated state law.