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

Senior Home Lending Advisor, South Orange County, CA

Chase

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 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

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:

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Home Lending Advisor, South Orange County, CA in Mission Viejo, CA vacancy
  •  ...Relationship Banker - Orange County South Market - Bilingual Spanish Required San Juan Capistrano...  ...reasonable commuting distance of your home to the extent permitted by applicable...  ...partnering with experts in small business, lending, and investments Manages financial... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lake Forest, CA
    4 days ago
  • $25 - $27.88 per hour

     ...knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments...  ...hour Benefits: benefits eligible; base salary only. Location: 31902 Del Obispo St, San Juan Capistrano, CA 92154 #J-18808-Ljbffr... 
    Suggested
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Dormont Manufacturing Company

    San Juan Capistrano, CA
    3 days ago
  • $25 - $27.88 per hour

     ...location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description This...  ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments... 
    Suggested
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lake Forest, CA
    1 day ago
  • $25 - $27.88 per hour

     ...location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description This...  ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments,... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lake Forest, CA
    1 day ago
  • $25.75 - $31.75 per hour

     ...an alternative application process. Full Time Mission Viejo, CA, US Salary Range: $25.75 To $31.75 Hourly Position Summary This...  ...for the Staff Resource Pool department. The role supports the Orange County region and involves providing Branch and Departmental assistance... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Monday to Friday
    Night shift

    SAN-Diego-County-Credit-Union

    Mission Viejo, CA
    2 days ago
  • $190k - $230k

     ...Tustin, Irvine, Encino or Chino, CA Associates at California Bank...  ...San Diego Union‑Tribune and Orange County Register. Additionally, as a...  ...and commercial real‑estate lending, risk management, and credit...  ...oversight. You’ll serve as a trusted advisor—originating and expanding... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Tustin, CA
    4 days ago
  •  ...location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** This job is responsible...  ...and network by partnering with experts in small business, lending, and investments Manages financial center traffic,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    San Clemente, CA
    a month ago
  •  ...pay differential due to the travel requirements for the Staff Resource Pool department. This position will be supporting the Orange County region. The position of Support Specialist I, Staff Resource Pools is to provide Branch and Departmental assistance. Responsible... 
    Full time
    Work experience placement
    Monday to Friday
    Night shift

    San Diego County Credit Union

    Mission Viejo, CA
    more than 2 months ago
  • $80k - $90k

     ...expectations. Action seeks a Portfolio Community Manager to join our Orange County team. This is a hybrid role based out of the Irvine...  ...We provide you the tools and resources you need to work from home and in office including providing the appropriate equipment... 
    Work at office
    Work from home
    Flexible hours
    Afternoon shift
    2 days per week
    1 day per week

    Action Property Management

    Irvine, CA
    1 day ago
  • $8,000 - $9,500 per month

     ...Manager Location: Irvine, CA Reports to: Chief of Staff...  ...country last year in coastal Orange County. The CM would be responsible for...  ...position based in Irvine or south Orange County that requires someone...  ...some flexibility to work from home. Duties: Supervise... 
    Full time
    Summer work
    Local area
    Work from home
    Flexible hours
    Afternoon shift

    Arena

    Irvine, CA
    5 days ago
  • $30 - $41 per hour

     ...Service Parts Advisor - New Center Opening Mission Viejo, CA At Lucid, we are creating exceptional mobility experiences through innovation to drive the world forward. Built on Lucid's proprietary technology and software-defined vehicle architecture, our award-winning... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area

    Lucid Motors

    Mission Viejo, CA
    1 day ago
  • $109k - $150k

     ...Health Organization that has been serving Orange County's children, youth, and families for over...  ...), healthcare nonprofit experience Seniority level Director Employment type Full-time...  ...Director of Fundraising jobs in Laguna Hills, CA . #J-18808-Ljbffr Insight Global
    Full time
    Night shift

    Insight Global

    Laguna Woods, CA
    4 days ago
  • $70k - $80k

     ...to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Shift: 1st shift...  ...America) Hours Per Week: 40 Pay Transparency details US - CA - Rancho Santa Margarita - 31531 SANTA MARGARITA PKWY - RANCHO... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Rancho Santa Margarita, CA
    4 days ago
  • $23 - $25 per hour

     ...Futures. Build Your Career. Mandarin Fluency Preferred At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has...  ...with teller transactions, new account openings, and consumer lending ~ Sales & Communication Skills: ~2+ years cross‑... 
    Hourly pay
    Weekday work

    Orange County's Federal Credit Union

    Mission Viejo, CA
    16 days ago
  •  ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a 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: Produce high quality... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Irvine, CA
    1 day ago
  • Orange County's Credit Union in Mission Viejo is looking for a Personal Banker/Member Service Representative to provide exceptional financial...  ...in banking, expertise in teller transactions and consumer lending. OCFCU offers competitive pay with growth opportunities, comprehensive... 

    Orange County's Credit Union

    Mission Viejo, CA
    1 day ago
  • $104k - $109k

     ...Director, Walk to End Alzheimer’s Position Location: Irvine, CA Full time Position Grade & Compensation: Grade 307 The...  ...achievement of quarterly goals. Reports To: Director of Development, Orange County Chapter Who We Are : The Alzheimer’s Association is the... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift

    Alzheimer's Association

    Irvine, CA
    1 day ago
  • $23 - $25 per hour

     ...Build Relationships. Build Futures. Build Your Career. At Orange County's Federal Credit Union (OCFCU), banking is personalalways has...  ...with teller transactions, new account openings, and consumer lending ~ Sales & Communication Skills: ~2+ years cross-selling... 
    Hourly pay
    Weekday work

    Orange County's Credit Union

    Irvine, CA
    4 days ago
  • $41.71k - $69k

     ...tailored financial solutions. Responsibilities include conducting needs assessments, advising on banking options, and recommending lending solutions. Candidates should have 2-3 years of experience, ideally in customer service or sales, and a strong commitment to customer... 

    Hispanic Alliance for Career Enhancement

    San Clemente, CA
    1 day ago
  • $24 - $25 per hour

     ...Irvine (CA), United States Hearing Care Advisor-Irvine, CA 164298 Connect World of Hearing, part of AudioNova Location: Irvine, CA 670 Spectrum Center Dr. Suite 821 Irvine, CA 92618 Current pay: $24.00-25.00 an hour Hours : Varies — 10:00 AM–7:00 PM or... 
    Full time
    Work at office

    Sonova

    Irvine, CA
    24 days ago
  • BMO is hiring a customer-focused advisor in the United States for personal banking and lending solutions. You will engage customers to assess needs, promote digital options, and support transactions while building lasting relationships in the community. The role emphasizes... 
    Shift work

    Koitecc Solutions

    San Clemente, CA
    11 hours ago
  • $35 - $45 per hour

     ...boots on the ground" engine for our Tustin, CA showroom. This isn't a broadcast-only...  ...consumer-demand tool. Your mission: work the Orange County design market, win relationships with...  ...Familiarity with the Orange County luxury home-renovation landscape and the decision-making... 
    Hourly pay
    For contractors
    Work experience placement
    Local area
    Night shift

    Bedrosians-Tile-and-Ston

    Tustin, CA
    2 days ago
  •  ...Accounting Manager Location: 17901 Von Karman Ave, Suite 950 Irvine, CA 92614, US Industry: Accounting / Finance Job Number: 2611 Job...  ...career opportunities in Irvine, California, a vibrant city in Orange County known for its beaches, shopping, dining, cultural attractions,... 

    Regal Executive Search

    Irvine, CA
    2 days ago
  •  ...its Finance, Bankruptcy & Restructuring Practice Group in Irvine, CA. The successful candidate will support the Financial Services...  ...years of relevant experience in equipment finance, asset-based lending, or commercial finance. Strong drafting skills and experience handling... 
    Work at office
    Local area

    BCG Attorney Search

    Irvine, CA
    4 days ago
  • $65.7k

     ...students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more... 
    Seasonal work
    Work at office
    Local area
    Night shift

    University Of California Irvine

    Irvine, CA
    5 days ago
  • $27.22 - $33.26 per hour

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...
    Hourly pay
    Temporary work

    U.S. Bank

    Mission Viejo, CA
    1 day ago
  • $80k - $100k

     ...process. Regular Full-Time Location: Irvine Roosevelt, Irvine, CA, US Salary Range: $80,000.00 to $100,000.00 annually Responsible...  ...field preferred. Minimum 5 years of underwriting experience in lending or relevant Commercial Real Estate lending experience required.... 
    Full time

    Preferred Bank

    Irvine, CA
    5 days ago
  • $132.5k - $205k

     ...full-time Private Banker at our Irvine, CA Location. The salary range for...  ...individuals and families. As a trusted advisor, this position manages the clients' relationships...  ...management. Follow established lending procedures and perform adequate credit... 
    Full time
    Flexible hours

    Sunflower Bank, N.A.

    Irvine, CA
    3 days ago
  • $22 - $26 per hour

     ...responsible for uncovering and originating consumer lending opportunities. Provide excellent client...  ...s). 3748 E Coast Highway Corona del Mar CA 92625 Our Benefits: We are proud to...  ...theft protection, legal support, auto and home insurance, pet insurance, access to an... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Corona Del Mar, CA
    2 days ago
  • Midas BARSTOW 1171 in Lake Forest, CA is seeking a Service Advisor to connect with customers and service teams. The ideal candidate will be responsible for providing transparent communication, accurate service recommendations, and maintaining customer satisfaction. This... 

    Midas BARSTOW 1171

    Lake Forest, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Home Lending Advisor, South Orange County, CA. Be the first to apply!