Senior Home Lending Advisor - Berkeley, CA
Chase
Senior Home Lending Advisor
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job 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.
Required qualifications, capabilities, and skills
- 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
Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout...SuggestedWork experience placementLocal areaRelocation
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout...SuggestedWork experience placementLocal areaImmediate startRelocation
- TwinThread is looking for a Senior Home Lending Advisor based in Berkeley, CA. You will serve as the main contact for customers throughout the loan process while collaborating with the Home Lending team. This role offers an opportunity to grow your career and make a significant...SuggestedLocal area
- Bellwether Coffee, located in Berkeley, CA, is hiring a Coffee Advisor to bridge the initial sale and long-term customer success. This role involves managing customer onboarding, providing support, and assisting with product adoption. The ideal candidate will have over...Suggested
$60k - $120k
...Wealth Advisor (Berkeley) Berkeley CA - Berkeley, CA 94704 Overview Salary Range $60,000.00 - $120,000.00 Salary Position Type Full Time Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM...SuggestedFull timeTemporary workWork at officeImmediate startFlexible hours- ...About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role you will: Participate in soliciting residential...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$250k
...business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small... ...Branch Sales Time Type: Full time Primary Location: Berkeley California United States Primary Location Full Time Salary Range...Full time$250k
...Personal Banker Safe Act, Berkeley Branch, Officer Working at Citi is far more than just a job. A career with us means joining a team... ...credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business...$60k - $75k
...compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid...Work at officeWork from home$230.71k
...Monthly Location : CITY HALL - 450 CIVIC CENTER PLAZA, RICHMOND, CA 94804, CA Job Type: Full Time Job Number: 2026-025... ...on the eastern shore of San Francisco Bay, five miles north of Berkeley and seven miles northeast across the Bay from downtown San Francisco...Full timeContract workFor contractorsWork at officeLocal area- ...Posting Location(s): 821 Marina Village Pkwy., Alameda, CA 94501 2144 Shattuck Ave., Berkeley, CA 94704 9800 San Pablo Ave., El Cerrito, CA 94530 2959... ...four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking,...Full timeWork experience placementFlexible hours
$23 - $31 per hour
...This position is not eligible for Visa sponsorship Posting Location(s): ~821 Marina Village Pkwy., Alameda, CA 945012144 Shattuck Ave., Berkeley, CA 947049800 San Pablo Ave., El Cerrito, CA 945302959 College Ave., Berkeley, CA 947055765 Christie Ave., Emeryville...Work experience placementFlexible hours$100k - $160k
...Commercial Portfolio Manager – East Bay, CA At Windsor Management, we're constantly expanding and seeking talented individuals... ...Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management - We care A LOT...Work at officeImmediate start$65k - $75k
Role: Coffee Advisor Department: Customer Experience Reports To: Senior Customer Success Manager Compensation Range: $65,000 - $75,000 per year About Us Headquartered in Berkeley, CA, Bellwether Coffee is working to positively transform the coffee industry by making...- ...California Status: Accepting Candidates Description: We need a strong PeopleSoft Technical Consultant for our direct client in Hercules, CA. The ideal candidate will have PeopleSoft development skills to build Reports, Queries, online pages and Interfaces. Strong knowledge...Contract work
- ...Financial Advisor Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu... ...services to bank clients. This employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as...Local area
- ...menu of financial services to bank clients. This employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of...Local area
$21.81 - $26.65 per hour
U.S. Bank seeks a Peak Time Client Relationship Consultant in El Cerrito, CA. This part-time role involves building client relationships through proactive outreach and completing teller transactions. Candidates should have a high school diploma and ideally one year of...Hourly payPart time$66.56k - $80k
...opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.... ...the Sierra Nevada foothills. Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is...Work at officeLocal area- ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated...Local area
$32.14 per hour
...Technical Customer Advisor Job Number: 26-00698 Use your skills where environmental innovation meets global impact. ECLARO is looking for a Technical Customer Advisor for our client in Richmond, CA. Our client is a leading environmental solutions provider focused on water...$69k - $75k
...a passion for our mission. POSITION The College Advisor is a key member of the leadership team dedicated to empowering... ...Coordinate college application and acceptance processes for seniors. Prepare juniors and sophomores for college readiness (e.g.,...Full timeInternship$61.28k - $85.52k
A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably...- Hispanic Alliance for Career Enhancement seeks a proactive individual to engage with existing customers in Orinda, California. The role includes assessing customer needs, offering tailored financial solutions, and driving loyalty while ensuring compliance with regulatory...
- BMO U.S. is seeking a customer-focused individual to join our team in Orinda, California. The role involves engaging with customers to assess their financial needs, recommending tailored banking solutions, and providing exceptional service. Ideal candidates will have 2-...Full time
$20.21 per hour
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and ...Hourly payPart timeShift work$168k - $252k
...related area and 8 years' experience as a product manager, ideally working on consumer-facing, large-scale, highly complex B2B/C products, Supervisory experience Primary Location... 600 WEST CALIFORNIA AVENUE, SUNNYVALE, CA 94086-2486, United States of America...Full timeTemporary workPart time- Overview Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of... ...needs of your team and customers alike, and be at the ready to lend a hand Help foster an inclusive culture by treating customers and...Hourly payFull timeTemporary workPart timeWork at officeLocal areaImmediate start
- Overview At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging makes it a special place for students, faculty and staff. As a world-leading institution...Full timeWork at office
- Sprudge is looking for a Coffee Advisor to support customer onboarding and ensure successful integration with our roasting platform. This... ..., and ensure overall client satisfaction. Located at our Berkeley HQ, this position is integral to fostering customer relationships...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Home Lending Advisor - Berkeley, CA. Be the first to apply!


