Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Home Lending Advisor - Irvine/Newport Beach CA Market

$35.15k
Full-time

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:


JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans


J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Home Lending Advisor - Irvine/Newport Beach CA Market in Costa Mesa, CA vacancy
  • 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...  .... You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You... 
    Suggested
    Work experience placement
    Local area
    Immediate start
    Relocation

    JP Morgan Chase

    Irvine, CA
    3 hours ago
  • $91.6k - $205.7k

     ...Who You'll become A Solution Advisor works closely with our...  ...Solution Advisor participates in marketing events to generate demand,...  ...training under the mentorship of a senior Solution Advisor colleague...  ...: 0 - 50% Location: Newport Beach, CA, US, 92660 Nearest Major... 
    Suggested
    Permanent employment
    Full time
    H1b
    Work at office
    Remote work
    Worldwide
    Relocation package
    Flexible hours
    3 days per week

    SAP

    Newport Beach, CA
    9 hours ago
  •  ...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...  .... You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You... 
    Suggested
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase

    Newport Coast, CA
    3 days ago
  • $58.5k - $77.9k

     ...for the Social Media Marketing Specialist role at AAA...  ...Fair Chance Act (CFCA). Seniority level Seniority level...  ...Marketing Specialist” roles. Irvine, CA $81,631.00-$122,447.00...  ...0.00 3 weeks ago Long Beach, CA $85,000.00-$100,00...  ...00,000.00 2 weeks ago Newport Beach, CA $75,000.00-$... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area

    AAA Auto Club Enterprises

    Costa Mesa, CA
    2 days ago
  • $89.25k - $105k

     ...Description   Why Work at Mercer Advisors? For more than 40 years,...  ...'s to use the ranking in marketing. Please see important information...  ...financial plan. In the Senior Financial Planner I role, you...  ...office environment or a dedicated home office workspace which is... 
    Suggested
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    14 days ago
  •  ...using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set...  ...affiliate will be required for various classroom training sessions. Location -- Newport Beach, California 92660 Fifth Third Bancorp
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Newport Coast, CA
    5 days ago
  • $35.15k

     ...Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding...  .... You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You... 
    Full time
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase & Co.

    Garden Grove, CA
    2 days ago
  • $150k - $230k

     ...Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a...  ...in commercial and commercial real estate lending, risk management, and credit quality oversight. You’ll serve as a trusted advisor—originating and expanding loans, cross‑selling... 
    Work experience placement
    Work at office
    Flexible hours

    California Bank & Trust

    Tustin, CA
    2 days ago
  • $45k - $75k

     ...benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving... 
    Full time

    Fidelity Investments

    Irvine, CA
    3 days ago
  • $90k

     ...organization to bring differentiated aesthetic technologies to market. Guided by our mission, Beauty With No Boundaries, we believe the...  ...range is a good-faith estimate based on role scope and the Irvine, CA market; final offer depends on experience and qualifications. #J... 

    Boston Aesthetics

    Irvine, CA
    3 days ago
  • $92.33k - $106.17k

     ...Communication Specialist Irvine, CA $92,328 - $106,171 a...  ...linguistic therapy for seniors, this environment...  ...breathtaking windswept beaches and vibrant arts scenes...  ...flavors from artisanal markets to gourmet venues. The...  ...start anew. Apply today to lend your voice to our team... 
    Local area
    Immediate start
    Flexible hours
    Weekend work

    MLee Healthcare Staffing and Recruiting, Inc

    Irvine, CA
    9 hours ago
  • $46.8k - $63k

     ...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... 
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Irvine, CA
    2 days ago
  • $203.76k - $249.04k

     ...Investment Modeling & Support to join our Investment Risk Team in Newport Beach, CA. As Director, you will develop, validate, and quantify...  ...production processes, including quarterly cash flow generation and market risk analytics for all assets Provide insights and support... 

    Pacific Asset Management, LLC

    Newport Beach, CA
    1 day ago
  • $165.7k - $281.7k

     ...business technology experts. Our market reach, diverse solutions and...  ...is an in-office role based in Irvine, California.Your role:...  ...CollaborationPartners closely with senior leaders, functional stakeholders...  ...law.SummaryLocation: Irvine, CA, United States of AmericaType:... 
    Full time
    Temporary work
    Work at office
    Worldwide

    Ingram Micro

    Irvine, CA
    1 day ago
  •  ...have our eyes on you. About The Role Tevora is seeking a Marketing Intern – Video Editor (Part Time) to support the Marketing...  ...of work. Schedule is flexible, but in-office attendance in the Irvine, CA office is required.   Essential Functions: Learn the Tevora... 
    Part time
    Internship
    Work at office
    Flexible hours

    Tevora

    Irvine, CA
    3 days ago
  • $20 - $22 per hour

     ...Opportunity: Office Administrator Location: Irvine, CA (Irvine Campus) - 770 Roosevelt, Irvine...  ...throughout the recruitment process Seniority level Seniority level Not Applicable...  ...5.00 4 days ago Office Administrator - Newport Beach, CA Administrative Assistant to the Principal... 
    Part time
    Work at office
    Immediate start
    Worldwide
    Weekend work

    Think Academy U.S

    Irvine, CA
    5 days ago
  •  ...across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ....  ...participates in Fidelity Investments' Wealth Advisor Solutions network. This program...  ...planning updates as client circumstances, markets, tax laws, and estate planning needs evolve... 
    Full time
    Work at office

    Compak Asset Management

    Newport Beach, CA
    2 days ago
  • $85k - $300k

     ...leading support ) •State-of-the-art marketing and sales solutions ( we'll make...  .../V/SO 1638741 (Exp. 1/24/2027) Newport Beach, Costa Mesa, San Clemente, Laguna Beach...  ...Beach, Seal Beach, Tustin, Irvine, Orange, Financial Advisor, Financial Professional, Licensed Advisor... 
    Fixed term contract

    New York Life

    Irvine, CA
    9 days ago
  • $22 - $28 per hour

     ...Brand Advisor - Orange County Department: Field Sales Employment Type: Part Time Location: Irvine, CA Compensation: $22.00 - $28.00 / hour Description As a Headkount...  ...covers the Orange County, CA market. Brand Advisors are scheduled at various... 
    Part time
    For contractors
    Freelance
    Flexible hours
    Shift work
    Weekend work

    Headkount

    Irvine, CA
    3 days ago
  • $80k - $85k

     ...In addition to capital markets and M&A advisory...  ...access. Headquartered in Newport Beach, California, Roth is a...  ...firm’s Newport Beach, CA office. Responsibilities...  ...internal teams and external advisors (legal, accounting,...  ...risks or issues for senior banker review Review... 
    Work at office

    MKM Partners

    Newport Beach, CA
    2 days ago
  •  ...team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently...  ...Benefits division seeks to disrupt the group benefits market with a digital first strategy. As a Director of Product... 
    Full time
    Temporary work
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life Insurance Company

    Newport Beach, CA
    3 days ago
  • $85k - $130k

     ...approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Newport Beach, CA
    19 days ago
  •  ...the best investment solutions to meet their financial needs.  As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive... 
    Flexible hours

    JPMorgan Chase & Co.

    Irvine, CA
    1 day ago
  • $185k - $205k

     ...period of significant growth and market visibility. This is a...  ...preferred), or hybrid at our Irvine, CA or Denver, CO offices....  ...roadshows Serve as a trusted advisor to executive leadership, providing...  ...operate as a credible partner to senior leadership, analysts,... 
    Remote work

    Riot Platforms

    Irvine, CA
    3 days ago
  •  ...MARKETING CAMPAIGN MANAGER Location: Remote Employment Type: Full Time Reporting to: Vice President Marketing ABOUT US At...  ...the ability to understand and articulate key business drivers to senior decision makers in a variety of industry sectors. ~ Proven... 
    Full time
    Local area
    Remote work

    Alorica

    Irvine, CA
    1 day ago
  •  ...how often (in days) to receive an alert: Senior Internal Communications Specialist Date:...  ...: 110 INNOVATION (0009) Location: Irvine, CA, 92617 Division: Human Resources (HR)...  ...position will also contribute to recruitment marketing and advertising programs. Work with key... 
    Local area

    Jobs2Web

    Irvine, CA
    2 days ago
  •  ...Financial Planner within the Financial Planning Department in our Newport Beach, CA office. The ideal candidate will be responsible for creating...  ...analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused... 
    Work at office

    Beacon Pointe Advisors LLC

    Newport Beach, CA
    2 days ago
  • $200k - $260k

     ...or an alternative application process. Full Time Professional Newport Beach, CA, US 4 days ago Requisition ID: 1163 Salary Range: $200,000.00...  ...News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designationto join our award-winning team!If... 
    Full time
    Immediate start

    Mission Wealth Management Lp

    Newport Beach, CA
    1 day ago
  •  ...Overview A law firm seeks mid-level to senior-level finance associates with 4-7+ years...  ...Practices Group in either San Francisco or Irvine, CA. The ideal candidates will have...  ...of UCC Article 9 or real estate secured lending. Strong drafting and negotiation skills.... 

    BCG Attorney Search

    Irvine, CA
    2 days ago
  • $95k - $140k

    Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition...  ...knowledge of the investment markets and terminology to inform and...  ...organization is encouraged, senior leaders are accessible, and you... 
    Flexible hours

    Northern Trust Corp

    Newport Beach, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Home Lending Advisor - Irvine/Newport Beach CA Market. Be the first to apply!