Consumer Direct - Home Lending Advisor

Job Description

Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending. Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan. Our Home Lending team will support you with their demonstrated expertise in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique opportunity to grow your career and make a significant impact on our business.

As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.

Job Responsibilities

• Lead Generation & Conversion:  Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• CRM Management:  Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations:  Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance:  Uphold all industry regulations and manage associated risks
• Client Retention:  Provide exceptional post-application support to build long-term client relationships.

 

Required Qualifications, Capabilities, and Skills

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

 

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2 years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.

• Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.

   

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.