Senior Home Lending Advisor, Carlsbad, CA
Aumni
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 fulfill the dream of homeownership. Job responsibilities Coach and mentor the branch team by providing training on products and services. Work together with bankers, meet with their customers, and introduce new clients to bankers for additional products and services. Collaborate 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. Develop a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and function well within formal and dotted-line reporting relationships. Build a role as the internal and external mortgage expert and maintain good relationships with customers. Exhibit 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 online 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: 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 FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans 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. As a Senior Home Lending Advisor, you take your clients on a first-class journey to home ownership and deliver strong sales results. #J-18808-Ljbffr
- ...Senior Home Lending Advisor - Encinitas, 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
- ...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 and understanding of home lending products to good use by serving as your customers' chief point of contact throughout...SuggestedWork experience placementLocal areaImmediate startRelocation
$45k - $100k
...Support Positions by State California Position Type Financial Advisor EEO Statement Edward Jones does not discriminate on the basis of... ...required CE training to ensure licenses remain in good standing. City Carlsbad Salary Information Benefits: Edward Jones' compensation and...SuggestedTraineeshipLocal areaFlexible hours- ...Job Description Job Description Part-Time Data Entry Clerk – QuickBooks Specialist | Carlsbad, CA (Onsite) Location: Carlsbad, CA Job Type: Part-Time Love numbers and flexibility? Join our team! If accuracy is your superpower and you want a role that fits...SuggestedHourly payPart timeWork at officeFlexible hours
- Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the...Suggested
- ...Opportunity Overview If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...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...Immediate startAfternoon shift
$43.68k - $69.9k
...NMLS). WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. Personal Banker I - Carlsbad Palomar Airport Total Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth Third, we understand the importance of recognizing...Work at office- ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... ...days of starting the role ~ Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign equivalent ~...Immediate startAfternoon shift
- An auto dealership in Vista, CA is looking for a Finance Manager to enhance guest experiences and manage sub-prime lending operations. Responsibilities include selling various financial products, managing contracts, and collaborating with lenders. The ideal candidate has...Full time
- Relationship Banker - Escondido‑Oceanside Market, Oceanside, CA. This position engages clients in the lobby to educate and assist... ...knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments...Flexible hoursShift workWeekend workDay shift
- ...dental benefits however we expect to offer that soon. This is not a remote position and requires candidate to work at our office in Carlsbad, CA. Candidate must currently reside within San Diego County, CA to be considered for this position. Please do not apply for this...Full timeWork at office
$120k
...Overview New York Life Insurance - Southern California • Carlsbad, CA, US Do you embody the following traits? Competitive Creative Receptive... ...planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to...Relocation package- Dexian DISYS is seeking a Senior Universal Banker III for their Carlsbad branch, focusing on exceptional client service and financial expertise. The role involves advising clients, managing both consumer and business accounts, ensuring compliance, and providing mentorship...
$85k - $95k
...Keystone Pacific Property Management, LLC in Carlsbad, CA, is seeking an experienced Senior Community Association Manager. This position involves overseeing community associations, managing operations, and ensuring client satisfaction. The ideal candidate has over 4 years...Flexible 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- ...About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role you will: Participate in soliciting residential...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Oceanside Market Oceanside, California;Carlsbad, California; Escondido, California; San... ...a reasonable commuting distance of your home to the extent permitted by applicable law... ...partnering with experts in small business, lending, and investments • Manages financial center...Work at officeFlexible hoursShift workWeekend workDay shift
- ...contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. 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...Immediate startAfternoon shift
$20 - $24 per hour
General Purpose Of Job Under the direct supervision of the Store Management team, the Professional Color Advisor (Color Consultant) is the go‑to expert for assisting homeowners with designing color schemes and palettes while providing superior customer service. Salary...Hourly payShift work$44.3k - $73k
...Fifth Third Bank is hiring a Personal Banker II in Carlsbad, California. This role focuses on providing exceptional customer experiences by building lasting relationships and understanding financial needs. The ideal candidate should have a background in customer service...- ...Total-Vision-5 in Carlsbad, California is seeking an experienced team member to assist patients with eyewear selections and educate them on their options. The ideal candidate will have a high school diploma and related experience, along with excellent customer service...
- ...Role, Inc. is searching for motivated Financial Advisors in Carlsbad, California. You will manage client relationships, develop financial strategies, and enjoy a supportive training program to help build your career. With a strong benefits package that includes medical...
$22 - $28 per hour
Job Description Who We Are: At Velocity Vehicle Group (VVG), we represent a premium commercial brand in medium to heavy truck dealerships. We provide a full-service experience, from exceptional sales teams to highly skilled technicians and readily available parts. Our ...Full time- ...Merrill Advisor Development Program - Financial Advisor: San Diego Market San Diego, California;Carlsbad, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Dexian is seeking a Senior Universal Banker III in Carlsbad, CA. This on-site role focuses on client advisory and operational support within retail banking. You will build client relationships, guide branch operations, and ensure compliance with banking regulations. Ideal...
- ...A leading financial institution is seeking a Relationship Banker SR in Carlsbad, California. This role focuses on enhancing client relationships and driving branch sales through exemplary service. Key responsibilities include managing client accounts, resolving inquiries...
$23 - $25 per hour
...Ask for support and offer support, because thriving together is how we serve our members best Overview Our Street Outreach Advisors work directly in the community to connect individuals with the care and support services that improve health and stability....Hourly payFull timeLocal areaAfternoon shift- ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: Escondido, CA, US, 92029 Store #: 000357 LensCrafters Position: Part-Time Total Rewards: Benefits/Incentive Information LensCrafters is a place for visionaries. We've got a vision for pairing state-of-the...Minimum wagePart timeWork at officeLocal area
$10k - $12k
...if our clients can send their employees home at night, having not experienced a workplace... ...for the client. You will be acting as an advisor to your assigned dealerships reviewing... ...position will ideally be based out of the Carlsbad, Temecula, North San Diego area. This position...Work at officeLocal areaImmediate startRemote workWork from homeHome officeFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Home Lending Advisor, Carlsbad, CA. Be the first to apply!



