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JP Morgan Chase

Runs a consumer bank and an investment bank

Senior Home Lending Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent work experience in sales and/or real estate is required.
  • At least 3 years of mortgage lending and proven sales experience in retail banking are required.
  • Knowledge of the local real estate market is required.
  • Excellent written and oral communication skills are required.
  • Knowledge of Federal Housing Administration, Veterans Affairs, Fannie Mae, and Freddie Mac guidelines is required.
  • The position requires registration with the Nationwide Mortgage Licensing System and Registry under the SAFE Act of 2008; the employee must register or update an existing registration after starting and complete annual renewal and required updates.
  • The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including a review of criminal conviction history, credit report, NMLS information, and other relevant information; a felony conviction within the last seven years disqualifies candidates.

Responsibilities

  • Serve as customers’ primary point of contact throughout the life of the loan, with support from the Home Lending team.
  • Adhere to regulatory requirements while marketing and promoting Chase financial products.
  • Coach and mentor the branch team by providing training on products and services.
  • Work with bankers, meet their customers, and introduce new clients to bankers for additional products and services.
  • Collaborate with the team to create an outstanding customer experience using centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
  • Build a strong partnership with assigned retail branches to promote mortgage loan originations in footprint territories, and function within formal and dotted-line reporting relationships.
  • Establish a reputation as an internal and external mortgage expert and maintain good customer relationships.
  • Provide consultative recommendations based on financial analysis and expertise, product knowledge, and knowledge of customers’ financial needs, goals, and circumstances.

Desired Qualifications

  • FHA and VA sales experience is preferred.
  • Marketing, promoting, relationship-building, and consulting skills are preferred.
  • Intermediate personal computer skills in a Windows environment are preferred.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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