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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-timeSan Rafael, CA, USA$16.90In-person

About the Job

Requirements

  • A bachelor's degree or equivalent work experience in sales and/or real estate.
  • At least 3 years of mortgage lending and proven sales experience in retail banking.
  • Knowledge of the local real estate market.
  • Knowledge of Federal Housing Administration, Veterans Affairs, Fannie Mae, and Freddie Mac guidelines.
  • Registration in the National Mortgage Licensing System and Registry under the SAFE Act, including maintaining required updates and annual renewal.
  • Compliance with the Dodd-Frank/Truth in Lending Act requirements for loan originators, including the required background and financial responsibility review.

Responsibilities

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

Desired Qualifications

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

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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