Senior Home Lending Advisor - Walnut Creek CA
JP Morgan Chase
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 areaExcellent written and oral communication skillsKnowledge of FHA, VA, FNMA, and FHLMC guidelinesPreferred 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: 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/VeteransOur 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.Full timePosting Date: 2026-08-28
$27 - $30 per hour
Branch Relationship Banker- Walnut Creek, CA Associates at California Bank & Trust work in a relationship-centered culture where they are provided... ...local relationships Opens new accounts, supports consumer lending needs, and proactively assists clients with a variety of...SuggestedHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- Senior Home Lending Advisor - Berkeley, CA 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...SuggestedWork experience placementLocal areaImmediate startRelocation
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...engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer... ...for Visa sponsorship Location: ~1920 Tice Valley Blvd. Walnut Creek, CA 94595 Pay Range Reflected is the base pay range...Full timeTemporary workWork experience placementImmediate start$66.56k - $80k
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...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- ...) 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
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$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... ...growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment...Work at office
$11.6k
...Training & 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 (NM...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours$60k - $120k
EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management...Flexible hours- ...into Financial Services with Walnut Creek - Northwestern Mutual! Leverage... ...California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team:... ...Nichols - Wealth Management Advisor: Time with NM: 8 years. Prior... .... Flexible work from home options available. #J-18808-Ljbffr...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
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...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$250k
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...sponsorship Posting Location(s): Orinda 80 Moraga Way Orinda, CA 94563 Castro Valley 3500 Castro Valley Blvd. Castro Valley,... ...Ave. Piedmont, CA 94611 Rossmoor 1920 Tice Valley Blvd. Walnut Creek, CA 94595 Walnut Creek Main 1499 N. Main St. Walnut Creek,...Work experience placementFlexible hours$250k
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