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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

Vacancy posted 3 days ago
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