Consumer Direct Home Lending Advisor - Columbus, OH

JPMorgan Chase & Co. • Columbus, OH

5d • Onsite

About The Position

Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor
at Chase Home Lending. Leverage your exceptional knowledge and understanding of
home lending products to serve as the primary point of contact for your
customers throughout the life of the loan. Our Home Lending team will support
you with their demonstrated expertise in this area of specialization. You will
adhere to all regulatory requirements while marketing and promoting the
financial products offered by Chase. This role offers a unique opportunity to
grow your career and make a significant impact on our business.

As a Consumer Direct Home Lending Advisor within the Chase Home Lending team,
you will guide clients through the home lending process, ensuring strong sales
results. Utilizing your extensive knowledge of home lending products, you will
act as the main point of contact for your customers throughout the loan
duration. You will comply with all regulatory requirements while marketing and
promoting Chase's financial products.

Requirements

• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
• Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
• Excellent oral and written communication skills.
• Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.

Nice To Haves

• Bachelor’s degree or equivalent experience in finance, business, or a related field.
• 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
• Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates

Responsibilities

• Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
• Manage CRM: Efficiently record customer interactions and follow-up activities in our CRM system.
• Conduct hone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Ensure Regulatory Compliance: Uphold all industry regulations and manage associated risks.
• Retain Clients: Provide exceptional post-application support to build long-term client relationships

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level