Senior Home Lending Advisor - Green Bay WI
TwinThread LLC
Job Profile 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 JPMC’s review of your 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. 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. Equal Opportunity Employer / Disability / Veterans #J-18808-Ljbffr
- ...Job Profile: 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...SuggestedWork experience placementLocal areaImmediate startRelocation
- ...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
- ...or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an...SuggestedImmediate startAfternoon shift
$85k - $145k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$20 - $24 per hour
...through our employee-driven JX Gives Back Family Foundation. Your Next Big Career Move: Parts Counter Representative located in Green Bay, WI. Shift: Monday - Friday 9:30am - 6:00pm The Opportunity (Job Purpose): Are you ready to make a visible impact...SuggestedFull timeLocal areaMonday to FridayShift work- Westlake Financial in Green Bay, WI, is looking for an experienced Automotive Floorplan Portfolio Manager. This role is crucial for managing a portfolio of dealerships, ensuring customer satisfaction, and driving sales through effective strategies. Ideal candidates will...Remote job
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$24 per hour
...here to make it a whole lot easier for you. We’re seeking a Service Parts Coordinator to work at a premier manufacturing client in Green Bay, WI. This opportunity could be the one you’ve been looking for. Salary/Pay Rate/Compensation: $24/hour Shift: Monday through...Full timeTemporary workWork at officeLocal areaShift work$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of...Full timeContract workFor contractorsWork at office- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in De Pere, WI. You will engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management...
- ...7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of cultivating... ...Services, Inc. [ESI], known as Vermont Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Franklin Street, Suite 345...Remote workFlexible hours
$41.71k - $65k
...while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance...Part timeLocal areaImmediate startDay shift$17 - $28.96 per hour
...certification, and advance within our organization. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Key Accountabilities Deliver outstanding customer service by efficiently processing transactions and...Hourly payImmediate start- ...policies and procedures. MINIMUM KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED: Embrace the mission and vision of the Catholic Diocese of Green Bay and work in accordance with Catholic Teachings and the moral and ethical values of the Catholic Church. Bachelor's degree in...Full time
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- Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management...
$1,000 per month
...eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full‑time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Associated Bank is seeking a Portfolio Manager in Commercial Banking to grow and manage commercial client relationships through credit analysis, portfolio management, and collaboration with Relationship Managers. This role focuses on maintaining strong credit quality while...
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- ...requirements Compensation that is 100% benefitable, regardless of the product or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a...
- ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives...
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