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.- 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...SuggestedWork experience placementLocal areaImmediate startRelocation
$27 - $30 per hour
...top notch customer service to our clients and customers at our Walnut Creek branch. If you are passionate about building meaningful client... ...local relationships Opens new accounts, supports consumer lending needs, and proactively assists clients with a variety of financial...SuggestedHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...Nuvision Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.... ...employee to work on-site at the local bank branch located in Walnut Creek, CA . Job Overview: A Wealth Advisor acts as a dedicated representative...SuggestedWork at officeLocal area
$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- California Bank & Trust, Walnut Creek branch, is seeking a Branch Relationship Banker to provide exceptional, full-service banking to new... ...focus on relationship-building, helping with accounts, consumer lending, and financial solutions while delivering personalized service...SuggestedLocal area
- ....P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilitiesSupport Advisors book of business including but not limited to facilitating accurately...
$350k - $400k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...of financial planning and wealth management.Job Summary:The Senior Wealth Advisor focuses on deepening relationships with an established...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales...Full timeInternshipLocal areaFlexible hours$90k - $124.25k
...and state permitting requirements (AZ, NV, CA, and other western states) an asset.High... ...Consultant, Power and Renewables (Senior Level) position, we anticipate the annual... ...characteristics. Thank you for your interest in ERM!SummaryLocation: Walnut Creek, CaliforniaType: Full timeFull timeFixed term contractCasual workLocal areaFlexible hoursShift work- ...LinkedIn or email to start a conversation.Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)A respected, client-focused... .... The Associate Advisor will partner closely with senior advisors to support client relationships, participate in...Work at officeFlexible hours1 day per week
- For Your Eyes Only Optometric Center in Walnut Creek, CA is seeking an Optician to help patients select eyewear, review prescriptions, and provide attentive service. No optical experience required; full training is provided. You will achieve sales goals, maintain inventory...
- ...) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients...Work at office
$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- ...fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks a... ...growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment...Work at office
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$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a... ...deposits, investments, credit, home lending, and business banking. In addition... ..., 3157 Danville Road, Alamo, CA 94507 Castro Valley, 3500... ..., 1920 Tice Valley Blvd., Walnut Creek, CA 94595 Walnut Creek Main,...Temporary workWork experience placementImmediate start$350k - $400k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$125k - $150k
...future. For more information, please visit Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Walnut Creek, CA. This role is a key member of the advisory team and will help clients achieve their financial goals while...Full timeTemporary workFlexible hours$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...- Canadian Solar Inc. in Walnut Creek, CA, is seeking a Credit Manager to lead customer credit risk management and collections, supporting profitable growth while safeguarding assets. The role partners with Sales, Finance, Operations, and executives to assess creditworthiness...
$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- JustFoodForDogs in Walnut Creek seeks a passionate Nutrition Sales Consultant. You'll connect with pet owners to provide personalized nutrition advice, ensuring that pets lead healthier lives. Your role includes engaging customers, offering product recommendations, and...Part time
- Shane Co. in Walnut Creek is seeking a proactive Jewelry Consultant to conduct sales presentations, enhance customer relationships, and meet personal and team goals. You will drive sales through customer understanding and tailored solutions, joining a supportive team focused...Weekend workAfternoon shift
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- ...we may assist you.Travelers reserves the right to fill this position at a level above or below the level included in this posting.To learn more about our comprehensive benefit programs please visit .SummaryLocation: CA - Rancho Cordova; CA - Walnut CreekType: Full timeFull timeLocal areaLong distanceNight shift
$150k - $200k
..., 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... ...of the firm. You'll report directly to a Senior Financial Advisor while working alongside an...Full timeWork at officeMonday to Friday- Lindamood-Bell Learning Processes seeks an Educational Clinician / Tutor for our Walnut Creek, CA center. This part-time, on-site role involves delivering one-to-one and small-group instruction and tracking student progress with structured lesson plans. No prior teaching...Part timeDay shift
- 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...
- ...This associate supports a Walnut Creek wealth management practice, handling the client service, operations, and marketing work that allows the advisor to spend his time with clients. The role begins non-registered - you will own a full slate of client service and investment...Work at office
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