Senior Home Lending Advisor - Collegeville PA - Collegeville Branch
JPMorgan Chase & Co.
Role Overview 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 Coach and mentor the branch team by providing training on products and services. Works together with bankers, meet with customers, and introduce 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 Intermediate PC skills in a Windows environment Preferred Qualifications, Capabilities, and Skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment Compliance and Licensing Requirements This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JP Morgan Chase’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 any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
- Job Description Join a high‑energy team as a Senior Home Lending Advisor in Chase Home Lending and utilize your expertise in home‑lending products... ...by Chase. Job Responsibilities Coach and mentor the branch team by training them on products and services. Collaborate...SuggestedWork experience placementLocal areaRelocation
- ...Career Summary Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works...SuggestedWork experience placementLocal areaImmediate startRelocation
$20 per hour
Personal Banker - Devon, PA First Bank Devon, Pennsylvania, United States Accounting/Finance... ...for providing an exceptional in-branch customer experience by handling every customer... ...business relationship customers with non-lending needs. 2. Operates a teller window regularly...SuggestedHourly payFull timeMonday to Friday- Citizens Bank in Phoenixville, PA is seeking a Citizens Banker to provide financial solutions and build lasting relationships with customers. The ideal candidate will have a high school diploma, 2 years of sales and customer service experience, and excellent communication...Suggested
- ...and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ..., and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending...SuggestedImmediate startAfternoon shift
- ...Business:TD WealthJob Description:The Financial Advisor Associate (FAA) works with TD Wealth... ...fifth largest bank in North America by branches/stores. Every day, we strive to make every... ...need to thrive both at work and at home.Colleague DevelopmentIf you’re interested...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Branch Banker At PNC, our people are our greatest differentiator and competitive advantage... ..., you will be based in Mountaintop, PA. Bilingual, English/Spanish preferred. PNC... ...Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...with a great team! Mid Penn Bank is actively seeking a Floating Financial Center Associate to join our team in the Berks County Market, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can...Work experience placementWork at officeRemote workWork visaFlexible hoursNight shift
- ...meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on... ...training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal controls...Temporary workWork at officeNight shiftWeekend work
- ...Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: Wayne, PA As a Financial Representative, you will work with current and prospective clients in your community to understand their financial...Full time
$37.44k - $52.8k
...building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer base. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month are...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$105k - $250k
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth... ...meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes...Temporary workLocal areaFlexible hours- ...adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience...Work at officeShift workWeekend workDay shift
- PNC is seeking a Personal Banker at its Providence Court branch in Royersford, PA. The role involves acquiring and deepening customer relationships, driving sales through proactive engagement, and managing customer experiences. Candidates must have at least 3 years of...
$25 per hour
A leading financial institution seeks Citizens Bankers to build lasting customer relationships and provide trusted financial advice. This role involves understanding customer needs and helping them with solutions for spending, saving, and investing. You will also collaborate...- Plymouth Meeting, PA, United States (On-site) Job Description Warby... ...for a well‑rounded Sales Advisor to help us deliver the best possible... ...alike, and be at the ready to lend a hand Help foster an... ...at our stores, or even in your home. Wherever and whenever you need...Hourly payFull timeTemporary workPart timeWork at officeLocal areaImmediate start
- ...TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a... ...the fifth largest bank in North America by branches/stores. Every day, we strive to make... ...colleagues need to thrive both at work and at home. Colleague Development If you’re...Work experience placementWork at officeLocal areaWork from homeFlexible hours
- ...TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects... ...fifth largest bank in North America by branches/stores. Every day, we strive to make... ...colleagues need to thrive both at work and at home. Colleague Development If you’re...Temporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- ...company’s success. As a Premier Client Financial Advisor within PNC's Wealth Management organization, you will be based in Phoenixville, PA. Job Profile Premier Client Advisors are based within a Premier Client Branch and manage an assigned book of business. PNC Wealth...Full timeTemporary workPart timeWork experience placementWork at office
- ...Job Description Job Description The Wynn Group is a family owned dealership serving the King of Prussia, Norristown, Audubon, Collegeville, Conshohocken and Pottstown communities in Pennsylvania since 1963! By coming to work for us, you'll have access to a highly...Local area
- A financial services firm in Harleysville, PA, is looking for a Private Client Advisor to serve Mass Affluent clients. This role involves leading investment... ...financial wellness strategies, and collaborating with branch teams to identify growth opportunities. Successful...
$25 per hour
...needs, recommend the right financial solutions, and support daily branch operations. You'll also partner across the organization to... ...proactive outreach Identify customer needs and recommend deposit, lending, and other financial solutions Process teller and platform...Temporary workWork at office- ...banking needs. This position can be based out of any of our branches in the Western Division. The branches include: Phoenixville, Thorndale... ...of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity Education ~ High School Diploma or...
- ...financial services company is looking for a Private Client Advisor in Harleysville, PA. You will focus on growing relationships with clients who... ...investment product delivery, and collaborating with retail branch teams. Candidates should have a High School Diploma or...Full time
$16.5 per hour
Starting Hourly Rate / Salario por Hora Inicial: $16.50 USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here. ALL...Hourly payLocal areaFlexible hoursShift workNight shift- ...function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including... ...(IRAs). Deposit only business relationship customers with non-lending needs. Operates a teller window regularly to meet the needs of...Temporary work
- First Bank in Devon, PA, is seeking a full-time Personal Banker to provide exceptional customer service and assist with banking transactions... ...First Bank and help customers meet their financial needs while working in a supportive branch environment. #J-18808-Ljbffr First-BankFull time
- ...Job SummaryBe a problem solver, trusted advisor, and partner to the people and... ...small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).Developing strong partnerships with branch teammates and line of business partners...Immediate startDay shift
$34.5k - $53k
...Consumer USA Inc. is looking for a Sales and Service Banker in Wayne, PA. This role is vital for establishing solid customer relationships... ...a fast-paced environment. Successful employees will help achieve branch goals and drive overall performance. The position requires a high...- ...with in-office work required at either our Raleigh, NC or Berwyn, PA office location. Envestnet is transforming the way financial... ...in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth...Work at office
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