Senior Home Lending Advisor - Milwaukee WI
Aumni
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 Licensing and Compliance Requirements 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 JPMorgan Chase’s review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMorgan Chase 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. Upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or 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 for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements can be found at: . Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. 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. #J-18808-Ljbffr Aumni
- 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
$23 per hour
...Personal Banker – To $23/hr – Milwaukee, WI – Job # 3685B Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...in banking, sales and/or customer service. Consumer lending experience is a plus. Sales orientation with the ability to meet...SuggestedHourly payLocal area- ...Entry Level Financial Advisor Primary Location: UNITED STATES-WI-Milwaukee Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$110k
Commercial Portfolio Manager – To $110K – Milwaukee, WI – Job # 3606 Who We Are The Symicor Group is a boutique talent acquisition firm... ...acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger...Suggested$50k
Sr. Personal Banker – Up to $50K – Milwaukee, WI – Job # 2203 Who We Are The Symicor Group is a boutique talent acquisition firm based in... ..., certificates of deposits, IRAs, Online and Mobile Banking, Home Equity Lines of Credit. ~Ability to build positive relationships...SuggestedWork at office- ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... ...and revenue generation ~ Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign equivalent ~ Adherence...Immediate startAfternoon shift
$22 - $28 per hour
...southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are...Hourly payFull timeTemporary workFlexible hoursShift work$65k
Personal Banker – To $65K – Milwaukee, WI – Job # 3581 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office- Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's...Full time
- ...allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully...Full timeLocal area
- ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors...Contract workFor contractorsWork at office
$115k
Portfolio Manager – To $115K – Brookfield, WI – Job # 3757 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...-all while building a strong foundation in commercial lending and financial analysis. This position includes a generous salary...- ...Central Market - New Berlin, WI Relationship Banker - Central... ...requirements. Dodd Frank/Truth in Lending Act This position is subject... ...half of U.S. households. Seniority level Seniority level Not... ...,714.00-$65,000.00 1 day ago Milwaukee, WI $41,714.00-$65,000.00 2 weeks...Full timeImmediate startAfternoon shift
- ...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
- ...Advisor Trainee In Global Private Bank If you enjoy building relationships... ..., wealth advisors, and lending specialists. Throughout the... ...skills, hear from senior executives and build global networks... ...Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples,...Full timeTraineeshipImmediate startVisa sponsorship
$96.6k - $221.3k
...both state and federal regulatory requirements for real estate lending, must understand how to assess the accuracy, reliability, and... ...employees.SummaryLocation: USA NC Remote; USA PA Philadelphia; USA WI Milwaukee; USA PA Clarks Summit; USA WI Remote; USA TX Remote; USA PA...Full timeWork experience placementLocal areaRemote workWorldwide- ...support business objectives and assist advisors in serving their clients. Leverage your... ...management for direct reports. Partner with Senior Operations Leader and Regional Director... ...to discuss how we can support you.SummaryLocation: Milwaukee, WisconsinType: Full timeFull timeH1bWork at officeVisa sponsorship
- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution... ...seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships. This position will...
$21.64 - $24.04 per hour
...Virtual Financial Advisor Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company we're a community that puts generosity at the heart of saving and investing. At Thrivent...Hourly payFull timeWork at officeLocal areaRemote work3 days per week$17 - $29.75 per hour
...Relationship Banker Job Locations US-WI-Milwaukee Category/Function Retail Banking Center Position Type... ...individual performance goals, including account acquisition, lending, referrals, and digital adoption. Consistently execute a consultative...Full time- ...within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the East North Branch. PNC is an in-office company that... ...Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience...Full timeTemporary workPart timeWork experience placementWork at office
$88.8k - $165.6k
...emerging products to drive strategic decision-making.Engages with senior leadership and cross-functional teams to align strategies,... ...resumes.SummaryLocation: Greenwood Village, CO, USA; Seattle, WA, USA; Phoenix, AZ, USA; Denver, CO, USA; Milwaukee, WI, USAType: Full timeFull timeContract workPart timeWork experience placementLocal area- ...Job Details Job Location: United Community Center – Milwaukee, WI 53204 Education Level: 4 Year Degree Job Category: Education Overview The... ...case management of high school/college students. The Advisor will need to communicate and coordinate with both internal and...Summer workCasual workWork at officeDay shiftAfternoon shift
- ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping... ...management, including investments, lending, banking, and trust and estate planning.... ..., NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville...Full timeTraineeshipSummer workImmediate startVisa sponsorship
- ...and exceptional service. You will engage existing customers and prospects, assess needs, and guide them through everyday banking, lending, and investment options, both in-branch and through digital channels. You will work within the branch and with BMO partners to meet...
$17 - $28.96 per hour
...organization. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. This position is located at 250 E Wisconsin Ave. Milwaukee, WI. Key Accountabilities Deliver outstanding customer service by efficiently processing...Hourly pay$120k
Commercial Portfolio Manager – To $120K – Greenfield, WI – Job # 3763 Who We Are The Symicor Group is a boutique talent acquisition... ...~Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management. ~Monitor...Work at office$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...; FL-Tampa; GA-Atlanta; TX-Austin; DC-Washington; FL-Miami; WI-Milwaukee; MN-Minneapolis; CO-Denver; TN-Nashville; MI-Detroit; NY-...Full timeH1b- ...Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment,... ...identity or expression, genetic information, or any other status protected by law.SummaryLocation: WI-Milwaukee; KY-LouisvilleType: Full timeFull timeTraineeshipWork at office
- ...meetings, business development calls and serving on the Investment Committee.This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote. The Impact You'll Make:Serves high net worth and institutional clients within Baird Trust...Full timeWork at officeRemote work
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