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

Senior Home Lending Advisor - Green Bay WI

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 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:

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Home Lending Advisor - Green Bay WI in Green Bay, WI 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 of home lending products to good use by serving as your customers' chief point of contact throughout the life of... 
    Suggested
    Work experience placement
    Local area
    Immediate start
    Relocation

    JPMorgan Chase Bank, N.A.

    Green Bay, WI
    4 days ago
  •  ...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... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Green Bay, WI
    7 days ago
  • $85k - $145k

     ...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Green Bay, WI
    14 days ago
  •  ...through our employee-driven JX Gives Back Family Foundation. Your Next Big Career Move: Parts Counter Representative located in Green Bay, WI. Shift: Monday - Friday 9:30am - 6:00pm The Opportunity (Job Purpose): Are you ready to make a visible impact? As... 
    Suggested
    Local area
    Monday to Friday
    Shift work

    JX Enterprises, Inc.

    De Pere, WI
    9 days ago
  •  ...Coordinator to our team. This role offers the flexibility to work from any of our locations in WI or ND: DeForest, Pewaukee, Wisconsin Rapids, Wausau, Kaukauna, Eau Claire, Green Bay, or Fargo. North Central Utility is one of the largest semi-trailer dealerships in the... 
    Suggested
    Full time
    Work at office
    Monday to Friday
    Day shift

    North Central Utility

    Green Bay, WI
    15 days ago
  •  ...throughout Illinois, Missouri, Wisconsin and Tennessee. Come join our hard working, long-standing, and highly reviewed branch in De Pere, WI. We are a family owned business that values our employees beyond just paying them for work. We want our employees to be proud of... 
    Temporary work
    Work at office

    Gateway Industrial Power, Inc.

    De Pere, WI
    15 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    De Pere, WI
    22 hours ago
  •  ...Series 7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of...  ...Equity Services, Inc. [ESI], known as Vermont Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Franklin Street, Suite 345... 
    Remote work
    Flexible hours

    Lakeshore Financial Group

    Green Bay, WI
    4 days ago
  • $41.71k - $65k

     ...while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Green Bay, WI
    1 day ago
  • $17 - $28.96 per hour

     ...certification, and advance within our organization. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Key Accountabilities Deliver outstanding customer service by efficiently processing transactions and... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    De Pere, WI
    22 hours ago
  •  ...positive impression and establishes strong member relationships, creating a lasting member experience. They assist members with consumer lending needs, new accounts, digital services, account maintenance, processing member transactions and problem resolution. While working... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Fox Communities Credit Union

    De Pere, WI
    3 days ago
  •  ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and commitment to...  ..., and recommending solutions. You also support consumer lending by assisting with inquiries, gathering information, and preparing... 
    Temporary work
    Work at office
    Local area

    Nicolet National Bank

    Green Bay, WI
    22 hours ago
  •  ...policies and procedures. MINIMUM KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED: “Embrace the mission and vision of the Catholic Diocese of Green Bay and work in accordance with Catholic Teachings and the moral and ethical values of the Catholic Church.” Bachelor's degree in... 
    Full time

    Diocese of Green Bay

    Green Bay, WI
    1 day ago
  •  ...are required, though candidates possessing two of the three will be considered; Series 4 and 66 (or 63/65) are a plus. Available in Green Bay and Milwaukee only! If you appreciate strong controls, clean reconciliations, and the satisfaction that comes from making complex... 

    MRINetwork Jobs

    Green Bay, WI
    14 days ago
  • Looking for a Job That Fits Your Life? Whether you're squeezing in shifts between classes or school drop-offs, Dunkin’ has your back. Dunkin’ is the perfect place to earn money, gain experience, and have fun doing it. We’re all about good vibes, great coffee, and flexible...
    Full time
    Part time
    Flexible hours
    Shift work
    Weekend work
    Day shift
    Early shift

    Dunkin/Baskin - Wausau

    De Pere, WI
    2 days ago
  •  ...with strong leadership, modern facilities, and a commitment to growth. Career Growth Opportunities Parts Manager Service Advisor Inventory/Operations Specialist Dealership Management EEO Statement Gandrud Nissan is an equal opportunity employer and... 
    Hourly pay

    Gandrud Auto Group

    Green Bay, WI
    3 days ago
  • $1,000 per month

     ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...  ...a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    De Pere, WI
    22 hours ago
  • Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented  Financial Consultant  to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...

    WealthBridge Financial Group

    Howard, WI
    2 days ago
  • $50k

     ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...  ...and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You’ll benefit... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Green Bay, WI
    4 days ago
  • $1,000 per month

     ...life skills that create future career opportunities Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student... 
    Full time
    Internship
    Local area

    Unavailable

    De Pere, WI
    1 day ago
  •  ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives... 

    Thrivent

    Green Bay, WI
    more than 2 months ago
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank...

    Associated Trust Company, NA

    De Pere, WI
    1 day ago
  • $16.95 per hour

     ...Required Morning and Afternoon Availability About The Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You... 
    Part time
    Flexible hours
    Night shift
    Weekend work
    Day shift

    Kohl's

    Ashwaubenon, WI
    1 day ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    UNAVAILABLE

    De Pere, WI
    4 days ago
  •  ...requirements Compensation that is 100% benefitable, regardless of the product or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a... 

    Tri-State Wealth Advisors of Prudential Advisors

    Green Bay, WI
    2 days ago
  • About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial...
    For contractors
    Local area
    Remote work

    LearnLux Financial Wellbeing

    De Pere, WI
    3 days ago
  • JPMorganChase is seeking a Relationship Banker to represent our brand in-branch with hospitality and technology-enabled service. You will acquire, manage, and retain client relationships, applying your financial knowledge to offer thoughtful solutions that address their...

    JPMorganChase

    Green Bay, WI
    1 day ago
  •  ...and base tours for high-profile individuals and foreign dignitaries Assist and work within oversight of Public Affairs Officers Senior MC Responsibilities Advise and prepare unit commanders for media interaction and press conferences Develop content strategies... 
    Full time
    Local area
    Overseas

    U.S. Navy

    Green Bay, WI
    2 days ago
  • Job Description Job Description Technical Solutions Expert (TSE) Roland Machinery Company is a family owned company that was established in 1958 and, is one of the Mid-West’s leading heavy equipment dealers representing more than twenty-five outstanding manufacturers...
    Full time

    Roland Machinery Co

    De Pere, WI
    8 days ago
  • Description Position at JBS USA Our mission: To be the best in all that we do, completely focused on our business, ensuring the bet products and services to our customers, a relationship of trust with our suppliers, profitability for our shareholders and the opportunity...
    Shift work
    Weekend work
    Afternoon shift

    JBS

    Green Bay, WI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Home Lending Advisor - Green Bay WI. Be the first to apply!