Senior Home Lending Advisor, Fairfield, 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
Federal Deposit Insurance Act: 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.
- ...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...SuggestedWork experience placementLocal areaRelocation
- ...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...SuggestedWork experience placementLocal areaImmediate startRelocation
- ...About this role: Wells Fargo is seeking an 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: Participate in soliciting residential...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$70k - $93.5k
...Financial Planning Associate - Walnut Creek, CA Walnut Creek CA - Walnut Creek, CA 94596 Overview Salary Range $70,000.00... ...to 25% Category Financial Planning Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion...SuggestedFull timeTemporary workWork at officeFlexible hoursShift work- ...Description Associate Financial Planner (Danville, CA) At Edelman Financial Engines (EFE), our purpose is to guide people... ...required, specifically in a broker/dealer or registered investment advisor environment FINRA Series 65 Required Bachelor's degree in...Suggested
- ...Financial Solutions Advisor - Fairfield/Concord Area Antioch, California;Vacaville, California; Concord, California; Vallejo, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$66.56k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite... ...foothills. Dedicated to meeting the banking, lending, and wealth management needs of its... ...Creek, Danville, Lafayette, or Concord, CA. Job Overview: A Wealth Advisor acts...Work at officeLocal area- ...are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What You...Local area
$100k
...Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and... ...would like to talk to you! E.A Buck Financial Services in Dublin, CA is seeking to add a Lead Advisor to our Team! This Lead...Work at officeLocal areaMonday to FridayFlexible hours- ...are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services ( What you...Local area
$85k - $145k
Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $160k
...Commercial Portfolio Manager – East Bay, CA At Windsor Management, we're constantly expanding and seeking talented individuals... ...Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management - We care A LOT...Work at officeImmediate start- ...Manager - Nonprofit Marketing & Fundraising job at IMS. San Ramon, CA. Full-Time | Paid Training | Growth-Focused | Make an Impact... ...goals, and provide feedback to improve outcomes Work closely with senior leadership to refine strategy and improve community impact Attend...Full time
$20 - $28 per hour
...services. Demonstrated proficiency in consumer lending. Ability to accurately handle cash,... ...California Blvd Suite SL-30 Walnut Creek CA 94596 Our Benefits We are proud to offer... ...theft protection, legal support, auto and home insurance, pet insurance, access to an online...Immediate start- ....P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including but not limited to facilitating accurately...
- ...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
- A financial institution in Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will engage clients, perform transactions, and play a vital role in loan origination. The ideal candidate has a ...
$75k
...Build a Finance Career with Real Responsibility Looking for a role where you'll handle meaningful work from day one? At JVM Lending, you'll skip the busywork and dive into real responsibility - analyzing complex financials, coordinating with clients and partners, and...Work experience placementInternshipVisa sponsorshipWork visa- ....P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately...
- ...independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients. The...Work at office
- ...independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management. BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes...Work at office
$20 per hour
Parts Counterperson - MB of Walnut Creek in Walnut Creek, CA at Sonic Automotive Job Type: Sales Experience: Associate About At MB of Walnut Creek, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop...Hourly payImmediate start- ...Visa sponsorship Posting Location(s): Antioch 1715 A St. Antioch, CA 94509 Benicia 892 Southhampton Rd. Benicia, CA 94510 Brentwood... ...through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and...Full timeWork experience placementFlexible hours
$5,000 per month
...fresh perspective on banking, commercial lending, trust and family office services. Our interactive... ...practice as team-based Financial Advisor Associate within our Trust & Family... ...RESPONSIBILITIES Work with a senior advisor on an existing team to develop new...Work experience placementWork at officeLocal area$60k - $120k
...Wealth Advisor (Walnut Creek) Walnut Creek CA - Walnut Creek, CA 94596 Overview Salary Range $60,000.00 - $120,000.00 Salary Position Type Full Time Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44...Full timeTemporary workWork at officeImmediate startFlexible hours$95k
...FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague... ...location is an essential function of the job. #LI-DN1 #CA-DN1...Remote workShift work$63.3k - $117.2k
...opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines...Contract workPart timeLocal area$70.3k - $73.98k
...manage for BBO/BRM, assigned commercial loan portfolio to ensure retention and expansion. Monitor and provide guidance on commercial lending protocols for BBO/BRM. Compliance Related Activity Adhere to Reg B/Flood requirements. Complete all assigned tutorials and...Full timeWork experience placement$105k - $135k
...Relationship Managers. Grow net revenue year over year as directed by Senior Management. Provide training/coaching to Credit Analysts as... ...products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community...Work experience placementWork at office$86.1k - $107.2k
...Associate Wealth Advisor Palo Alto, CA or Walnut Creek, CA Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated...Work at officeRemote work2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Home Lending Advisor, Fairfield, CA. Be the first to apply!

