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

Hoffman Estates, IL, USA

Category
Insurance
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 globally, operating in over 100 markets. The firm serves individuals, small businesses, corporations, governments, and institutions with services such as investment banking, asset management, and consumer banking, which includes personal banking and credit cards. Its products work by leveraging extensive expertise and proprietary data to deliver tailored financial solutions. Unlike many competitors, JPMorgan Chase emphasizes social responsibility, with initiatives aimed at community development and veteran support. The company's goal is to maintain integrity and service while fostering growth and 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

  • Embedded finance partnerships are expected to double, expanding client base significantly.
  • Digital banking and fintech solutions offer innovation opportunities for JPMorgan Chase.
  • Sustainable finance demand allows JPMorgan Chase to capitalize on responsible investment options.

What critics are saying

  • Partnership with Walmart may increase competition from fintech companies targeting marketplace sellers.
  • Richmond's lawsuit could lead to reputational damage and financial penalties.
  • Expansion of embedded finance partnerships may strain resources and operational capacity.

What makes JP Morgan Chase unique

  • JPMorgan Chase has a 200-year history in global financial services.
  • The firm offers a wide range of services, from investment banking to consumer banking.
  • JPMorgan Chase leverages proprietary data and market expertise for high-quality financial products.

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

PYMNTS
Mar 25th, 2025
Jpmorgan Chase And Walmart Introduce Embedded Finance For Marketplace Sellers

JPMorgan Chase and Walmart reportedly partnered on an embedded finance solution that lets merchants selling products through the retailer’s marketplace platform accept and make payments and manage their cash flow. This offering is now available for U.S. merchants, but it may be expanded to Europe and other regions, Reuters reported Monday (March 24), citing its interview with Lia Cao, head of embedded finance and solutions at JPMorgan Chase. Cao said in the report that JPMorgan Chase now has embedded finance partnerships with more than 20 clients and expects that number to double over the next year, according to the report

MarketBeat
Mar 23rd, 2025
OVERSEA CHINESE BANKING Corp Ltd Takes Position in Amer Sports, Inc. (NYSE:AS)

JPMorgan Chase & Co. purchased a new stake in Amer Sports in the third quarter valued at $25,000.

MarketBeat
Mar 23rd, 2025
Harvest Fund Management Co. Ltd Buys Shares of 2,391 Talen Energy Corporation (NASDAQ:TLN)

JPMorgan Chase & Co. purchased a new stake in Talen Energy in the third quarter valued at approximately $23,482,000.

Investing.com
Mar 21st, 2025
Maximus secures $250 million in new term loans

Maximus secures $250 million in new term loans.

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.