Senior Home Lending Advisor - Walnut Creek CA
JPMorgan Chase & Co.
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. 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. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.$60k - $120k
Job Details Job Location: Walnut Creek, CA - Walnut Creek, CA 94596 Position Type: Full Time Salary Range: $60,000.00 - $120,000.00 Job Category: Advisor EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving...SuggestedFull timeTemporary workWork at officeImmediate startFlexible hours- ....P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including but not limited to facilitating accurately...Suggested
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- ...Advisor Training Program If you enjoy building relationships... ..., wealth advisors, and lending specialists. Throughout... ...skills, hear from senior executives and build... ..., IN Irvine, CA Jacksonville, FL... ...Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C....SuggestedFull timeTraineeshipImmediate startVisa sponsorship
- Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of...SuggestedTemporary work
- ...invites you to join our employee advisor model as a Wealth Advisor affiliated... ...Dedicated to meeting the banking, lending, and wealth management needs of... ...the local bank branch located in Walnut Creek, Danville, Lafayette, or Concord, CA. Job Overview A Wealth Advisor acts...Work at officeLocal area
$105.4k - $124k
...Skills/Experience - Thorough knowledge of credit products, lending policy, applicable laws and regulations, credit quality... ...volume of applicants.SummaryLocation: Gresham, OR; Torrance, CA; Irvine, CA; Walnut Creek, CA; Torrance, CA; La Mirada, CA; Glendale, CA; Rancho...Full timeWork experience placementLocal area3 days per week$52k - $55.68k
...reasonable commuting distance of your home to the extent permitted by... ...experts in small business, lending, and investments Manages... ...Transparency details US - CA - Danville - 620 San Ramon Valley... ...RAMON BC (CA4179), US - CA - Walnut Creek - 1330 N Main St - WALNUT CREEK...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$180.27k - $220.33k
...able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Walnut Creek, CA; San Jose, CAType:Local area- ...J.P. Morgan Chase in Walnut Creek, CA is seeking a Private Client Investment Associate to provide client service and operational support within... ...Management. The role focuses on assisting Private Client Advisors with account activity, referrals and wealth planning support....
$60k - $80k
...development Vision insurance At the Walnut Creek - Northwestern Mutual, we are dedicated... ...advisory councils, ensuring that every advisor and team member feels supported and... ...N. California Blvd Ste. 620 Walnut Creek CA 94596 A Glance at Northwestern Mutual...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours- Walnut Creek Presbyterian Church in Walnut Creek, CA is seeking a Temporary Part-Time Office Assistant to provide administrative and front-office support during a staff leave. This role reports to the Executive Director of Operations and supports Operations Team with day...Temporary workPart timeWork at office
$170k - $225k
...health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Walnut Creek,CA $170,000.00 - $225,000.00 / yearTemporary workWork experience placementLocal area$125k - $150k
Wealth Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. The role focuses on managing existing client relationships... ...the client base through referrals and prospecting. This senior position participates in equity programs and aligns with...$170k - $210k
...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...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $160k
Commercial Portfolio Manager - East Bay, CA At Windsor Management, we're constantly expanding and seeking talented individuals to join... ...: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management We care A LOT about...Remote jobWork at officeImmediate start- JPMorgan Chase & Co. is seeking a seasoned Relationship Manager for its Private Client division in Walnut Creek, CA. You will build and deepen high-net-worth relationships by delivering tailored financial guidance, coordinating across JPMorgan capabilities, and proactively...
$145k - $280k
...minimum of 72 hours and on an ongoing basis until filled. EEO/Disabled/Veterans Job Engineering Primary Location US-CA-Brea Other Locations US-CA-Walnut Creek Schedule Full-time Travel Yes, 15 % of the Time About 1898 & Co. 1898 & Co. is a business, technology and...Full timeWork experience placementLocal area$215k - $240k
...narratives and data-driven recommendations for senior leadership. Budget Management :... ...out of our 70,000 sq. foot office in Walnut Creek, CA. We strongly believe in the power of culture... ...be either in the office or to work from home based on what makes most sense for them...Contract workFixed term contractWork at officeRemote workWork from homeFlexible hoursShift workWeekend work1 day per week- Sonic Automotive is seeking a Parts Counterperson at Mercedes-Benz of Walnut Creek. This role is crucial for our service team to access the necessary parts and resources for delivering quality automotive repairs. The ideal candidate will have 2+ years of experience in...
- U.S. Bank is seeking a Private Wealth Advisor to retain and grow high net worth client relationships in Walnut Creek and San Jose. This senior role expects extensive wealth management expertise, NMLS licensing, and a track record of driving client growth. The advisor will...
- Walnut Creek - Northwestern Mutual is seeking a Financial Advisor to engage clients, assess financial needs, and design tailored strategies for protection and growth. The role emphasizes ongoing plan reviews, referrals, and community involvement to build a robust client...Flexible hours
- Equitable Advisors in Walnut Creek, California, is looking for dedicated financial professionals to build client relationships and devise tailored financial strategies. Candidates must have a Bachelor's degree and be authorized to work in the U.S. You'll benefit from extensive...Traineeship
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team...
$120k - $150k
..., well-established wealth management firm in Walnut Creek comprised of a team that has worked together for years. Our advisors aren’t measured solely by production - they’re... ...Financial Advisors report directly to a Senior Financial Advisor and work collaboratively with...Full timeWork at officeMonday to Friday- ...Manager - Nonprofit Marketing & Fundraising job at IMS. San Ramon, CA. Full-Time | Paid Training | Growth-Focused | Make an Impact... ...goals, and provide feedback to improve outcomes Work closely with senior leadership to refine strategy and improve community impact Attend...Full time
- ...a banking professional to engage with customers, assess needs, and guide them toward suitable financial solutions across personal lending, investments, and everyday banking. The role emphasizes proactive outreach, relationship growth, and risk-aware recommendations. The...
$22.71 - $32.4 per hour
...Tesla Advisor As a Tesla Advisor, you are at the forefront of our mission to accelerate... ...limited to direct deliveries to customer homes Requirements ~1+ years of customer service... ...license required ~ For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN,...Part timeWork at officeLocal areaWeekend workAfternoon shift$25 - $29 per hour
...DetailsJob Location: Gurnick Academy of Medical Arts Concord - Concord, CA 94520Position Type: Full TimeEducation Level: 2 Year... ...healthcare, and Imaging programs. We are currently seeking an Admissions Advisor I for our Concord, CA Campus. This is a ground position working...Hourly payFull timeTemporary workFlexible hoursShift work$100k - $196k
...this role:Wells Fargo is seeking a Mid-Corporate Portfolio Manager, Senior Associate in Commercial Banking working with clients whose annual... ...the recruiting and hiring process.SummaryLocation: LOS ANGELES, CA; SACRAMENTO, CA; SALT LAKE CITY, UT; CONCORD, CAType: Full timeFull timeWork experience placementWork at office
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