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

Rancho Santa Margarita, CA, 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. provides a wide range of financial services to individuals, small businesses, corporations, governments, and institutions across more than 100 markets worldwide. Its services include investment banking, asset management, financial transaction processing, and consumer banking, which encompasses personal banking, mortgages, credit cards, and auto financing. The company utilizes its extensive expertise and proprietary data to deliver high-quality financial products and services, generating revenue through interest income, service fees, and commissions from trading activities. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and growth, along with its focus on social responsibility, including initiatives to support veterans and community development. The company's goal is to strengthen the workforce and support communities while providing 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

  • Increased focus on digital banking enhances customer experience and operational efficiency.
  • ESG investing rise allows JPMorgan to expand asset management services sustainably.
  • Growing demand for cybersecurity solutions offers JPMorgan opportunities in advanced security products.

What critics are saying

  • Planned layoffs in New Jersey may decrease morale and affect service quality.
  • Economic downturn predictions by CEO could lead to decreased investor confidence.
  • GENIUS Act's stablecoin legislation may disrupt traditional financial services strategies.

What makes JP Morgan Chase unique

  • JPMorgan Chase leverages over 200 years of financial expertise and global market presence.
  • The firm integrates proprietary data and market access to deliver high-quality financial services.
  • JPMorgan Chase is committed to social responsibility, supporting veterans and community development.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

PYMNTS
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The company has confidentiality filed paperwork for an initial public offering (IPO) with the U.S. Securities and Exchange Commission (SEC), according to a Wednesday (June 11) Financial Times (FT) report citing two sources familiar with the matter. PYMNTS has contacted Bullish for comment but has not yet gotten a reply. Bullish tried to go public in 2021 via a merger with special purpose acquisition company (SPAC) Fair Peak. However, the two firms called off the plan due to regulatory hurdles in late 2022

Intelligence360
Jun 11th, 2025
Jpmorgan Chase & Co. To Spend $3 Million To Occupy 20,000 Square Feet Of Space In San Antonio Texas.

San Antonio, Texas — According to state and local development sources, JPMorgan Chase & Co. plans to invest $3,000,000.00 to build out 20,000 square feet of new space in San Antonio. The company plans to occupy the new space at 20855 Stone Oak Pkwy in San Antonio, on or about August 1, 2026. According to the company website JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM)

PYMNTS
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Jpmorgan Ceo: ‘Real Chance’ Us Economic Numbers Will Dip

“I think there’s a real chance numbers will deteriorate soon,” J.P. Morgan Chase CEO Jamie Dimon said in reference to indicators like the labor market Tuesday (June 10), noting major upheaval in things such as trade and global politics. “There’s a lot of moving parts,” said Dimon, whose comments at the Morgan Stanley US Financials Conference were reported by Seeking Alpha. “We see it a little bit today. The tariffs are hitting.”. Dimon predicted large impacts happening in “maybe July, August, September, October….hopefully, it will not be dramatic