Senior Home Lending Advisor, Rancho Bernardo, San Diego, CA
TwinThread
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 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 Compliance and Licensing Requirements This position is subject to Section 19 of the Federal Deposit Insurance Act and the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s review of your criminal conviction history, credit report, and NMLS information. Felony convictions within the last seven years disqualify you from consideration. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to register on NMLS or update your existing registration to reflect employment with JPMorgan Chase. Continued employment is contingent upon compliance with the SAFE Act, including registration immediately after your start date and timely renewal thereafter. Any information obtained during the registration, update, or renewal processes may impact your employment status. 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. We recognize that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Chase is a leading financial services firm, and as a Senior Home Lending Advisor you take clients on a first‑class journey to home ownership and deliver strong sales results. #J-18808-Ljbffr TwinThread
- 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...SuggestedWork experience placementLocal areaImmediate startRelocation
- ...Job Description 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...SuggestedWork experience placementLocal areaImmediate startRelocation
- Retail Food Safety Auditor (Independent Contract) - San Diego, CA Join to apply for the Retail Food Safety Auditor (Independent Contractor) role at NSF. As the Independent Contractor Retail Food Safety Auditor - San Diego, CA territory, you will play a crucial role in...SuggestedContract workFor contractorsWorldwideShift workNight shiftWeekend workAfternoon shift
$85k - $145k
Wealth Advisor, Guided Investing (San Diego, CA) 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...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$25 - $27.88 per hour
...commuting distance of your home to the extent permitted... ...in small business, lending, and investments Manages... ...details US - CA - Carlsbad - 2704 Loker... ...1340 Encinitas Blvd - RANCHO ENCINITAS BC US - CA -... ...VILLAGE SQUARE BC US - CA - San Diego - 10531 SCRIPPS POWAY PKWY...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$56k - $75k
...Job Description Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department... ...: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time,...Full timeWork at office$26 - $33 per hour
Branch Network - Rancho Bernardo, 11868 Rancho Bernardo Road, San Diego, California, United States of America Job Description Posted Monday, June 22, 2026 at... ...of our members because they are everything to us! Senior Relationship Bankers actively work on the platform opening...$23 - $31 per hour
...additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location: 16901 Bernardo Center Dr San Diego, CA 92128 Pay Range: $23.00 - 31.00 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay...Hourly payWork experience placementFlexible hours- ...Brand Advisor - San Diego We have an exciting opportunity to join Headkount as a Brand Advisor for a short-term project, representing top... ...for future opportunities! This position covers the San Diego, CA market. Brand Advisors are scheduled at various beauty retailer...Temporary workFor contractorsFreelanceFlexible hoursShift workWeekend work
$22.88 - $28.73 per hour
...accommodation or an alternative application process. Full Time Clerical San Diego, CA, US 4 days ago Requisition ID: 1309 Salary Range: $22.88 To... ...benefit their financial needs. Comprehensive knowledge of lending products and regulations; accurately quote rates, terms and...Hourly payFull timeWork at officeMonday to Friday$28 - $38 per hour
...Parts Advisor, San Diego San Diego, 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 vehicles bring our...Hourly payFull timeWork experience placementWork at officeLocal area- ...for Visa sponsorship Posting Location(s): 3299 El Cajon Blvd., San Diego, CA 92104 4690 63rd Street, San Diego, CA 92115 5522 Balboa Ave.,... ...our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth...Full timeWork experience placementFlexible hours
- ...Posting Location(s): 7080 Broadway, Lemon Grove, CA 91945 1522 Highlands View Road, Alpine, CA 91901 8898 Navajo Road, San Diego, CA 92119 9771 Mission Gorge Road, Santee, CA... ...operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment...Full timeWork experience placementFlexible hours
- TwinThread is looking for a Senior Home Lending Advisor to join our dynamic team in San Diego, California. In this role, you will act as the chief point of contact for customers throughout their loan process, leveraging your exceptional knowledge of home lending products...
- ...Provide comprehensive wealth management services, including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning. Maintain client relationships by applying focused communication...
- ...Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business...Flexible hours
- Australia-Employment is seeking an experienced HOA / CID Portfolio Manager in San Diego, CA. The role involves overseeing a portfolio of 7-8 high-end properties, acting as the main liaison to HOA boards, and ensuring compliance with the Davis-Stirling Act. The candidate...
$23 - $31 per hour
...ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location(s): ~3299 El Cajon Blvd., San Diego, CA 92104 ~4690 63rd Street, San Diego, CA 92115 ~5522 Balboa Ave., San Diego, CA 92111 ~4727B Clairemont Drive, San Diego, CA 92...Work experience placementFlexible hours- ...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
- ...services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... ...of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence...Full timeImmediate startAfternoon shift
- ...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...Full timeImmediate startAfternoon shift
$60k - $75k
...compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid...Full timeWork at officeWork from home- ...support**Skills and Qualifications*** High school diploma or GED* Ideally, you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.* You also have...Local areaImmediate startRemote workRelocation
- CEI Fleet Collision and Safety in San Diego is seeking an experienced Environmental Health and Safety (EHS) & Risk Manager to ensure safety compliance and oversee risk management programs at our facility. The ideal candidate will have 10+ years of experience in EHS, strong...
$76.1k - $158.55k
NTT DATA, Inc. is seeking an InforLN Finance Functional Analyst for onsite work in San Diego, California. This role involves providing functional support for finance modules and coordinating with development teams. Candidates should possess a Bachelor’s Degree in Computer...$105.92k - $150k
...Springs Road, Las Vegas, NV 89119 or 11622 El Camino Real #200, San Diego, CA 92130. The ideal candidate for the Portfolio Manager position... ...’s degree and 8+ years of banking, relationship management, lending, underwriting, and credit experience or other directly related...Work experience placementWork at officeLocal areaFlexible hours$25 - $27.88 per hour
A leading financial institution has a job opportunity in San Diego for an engaging client-facing role. The position focuses on educating clients about banking transactions while managing cash responsibilities. Candidates should have a strong work ethic, problem-solving...Hourly pay$50k - $52k
Social Media Engagement Associate at Hillel of San Diego Role Overview Hillel of San Diego is seeking a creative, entrepreneurial, and relationship-driven Social Media Engagement Associate to help expand our reach and deepen engagement with students, alumni, and supporters...Flexible hoursAfternoon shift$150k - $350k
...expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to San Diego. Here’s where you come in: as part of our mission to help clients,...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours$80k - $90k
...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...(United States of America) Hours per week: 40 Location: 11811 BERNARDO PLAZA CT - MERRILL LYNCH PLAZA (CA0813) Pay range: $80,000.00 -...Interim roleLocal areaImmediate startShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Home Lending Advisor, Rancho Bernardo, San Diego, CA. Be the first to apply!
