Sales - Consumer Direct Home Lending Advisor - Jacksonville, FL

JPMorganChase • Jacksonville, FL

10d • Onsite

About The Position

Join our collaborative team as a Consumer Direct Home Lending Advisor at Chase. In this call center-based role, you’ll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance. As the trusted first point of contact for customers seeking mortgage solutions, you’ll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing. By balancing service and sales, you’ll build strong relationships, identify customer needs, and connect clients to Chase’s full range of financial products. You’ll ensure all activities comply with regulatory requirements while delivering a seamless, customer-first experience. Supported by a dynamic team, you’ll have the opportunity to grow your skills and advance your career Job Responsibilities Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling. CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system. Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process. Regulatory Compliance: Uphold all industry regulations and manage associated risks Client Retention: Provide exceptional post-application support to build long-term client relationships.

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.
• CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
• Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
• Regulatory Compliance: Uphold all industry regulations and manage associated risks
• Client Retention: Provide exceptional post-application support to build long-term client relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees