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

Fort Myers, FL, USA

In Person

Category
Real Estate
Real Estate Sales
Required Skills
Sales
Financial analysis
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 social responsibility, with initiatives aimed at community development and veteran support. Its goal is to strengthen communities and provide valuable economic insights through the JPMorgan Chase Institute.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Blockchain adoption enhances transparency in JPMorgan's carbon credit initiatives.
  • Involvement in rare earth financing strengthens strategic supply chain position.
  • Digital transformation supports Panama BAC's sustainability initiatives.

What critics are saying

  • Competition in carbon credit market may challenge JPMorgan's blockchain initiative.
  • Geopolitical risks affect investments in rare earth materials.
  • Reorganization of private bank may lead to integration challenges.

What makes JP Morgan Chase unique

  • JPMorgan Chase leverages proprietary data for high-quality financial services.
  • The firm has a 200-year history in global financial services.
  • JPMorgan's commitment to community development sets it apart.

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

Bloomberg
Jul 11th, 2025
Pentagon Invests in Rare Earth Magnet Producer to Back New Plant

The US made its biggest move yet to push back against China’s weaponization of rare earths, with the Pentagon buying into a key American producer to secure supply of magnets critical for military and other applications.

NAI 500
Jul 11th, 2025
U.S. Military Becomes Largest Shareholder of Rare Earth Firm MP Materials in Landmark Deal

Additionally, MP Materials secured $1 billion in financing commitments from JPMorgan Chase and Goldman Sachs for the development of the facility.

eFinancialCareers
Jul 10th, 2025
JPMorgan hires equity research MD from another office-loving bank in London

Paul Buller, who headed equity research for Berenberg's global industrials team, has now joined JPMorgan as an MD and head of capital goods equity research.

PR Newswire
Jul 10th, 2025
Veris Residential Completes Liquidity Enhancing Transactions

/PRNewswire/ -- Veris Residential, Inc. ("Veris Residential" or the "Company") (NYSE: VRE), a forward-thinking, Northeast-focused, Class A multifamily REIT,...

TipRanks
Jul 4th, 2025
JPMorgan Acquires Substantial Stake in Mineral Resources Limited - TipRanks.com

Mineral Resources Limited ( ($AU:MIN) ) just unveiled an update. JPMorgan Chase & Co. and its affiliates have become a substantial holder in Mineral Resources Limit...