Senior Home Lending Advisor - Santa Maria CA

JPMorgan Chase & Co. • Santa Maria, CA

4h

About The Position

Join Chase Home Lending as a Senior Home Lending Advisor and serve as customers’ chief point of contact throughout the life of their loans. You will use your knowledge of home lending products to guide clients toward homeownership, promote Chase financial products, and comply with regulatory requirements. The Home Lending team provides specialized knowledge and support, and the role offers an opportunity to contribute to the business and grow your career.

You will partner with retail branches, bankers, and customers to promote mortgage originations and deliver a strong customer experience. You will also act as an internal and external mortgage expert, build customer relationships, and provide consultative recommendations based on financial analysis, product knowledge, and customers’ needs and circumstances.

The role is subject to applicable federal requirements for financial institution employees and loan originators. Employment is contingent on relevant reviews and compliance with the SAFE Act, including NMLS registration or updates and ongoing renewal requirements.

Requirements

• Bachelor’s degree or equivalent work experience in sales and/or real estate.
• At least 3 years of mortgage lending and proven sales experience in retail banking.
• Knowledge of the local real estate market.
• Excellent written and oral communication skills.
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines.
• Comply with applicable loan originator qualification requirements and SAFE Act requirements, including NMLS registration or updates and required annual renewal.

Nice To Haves

• FHA/VA sales experience.
• Marketing, promoting, relationship-building, and consulting skills.
• Intermediate PC skills in a Windows environment.

Responsibilities

• Coach and mentor branch team members by providing training on products and services.
• Work with bankers, meet their customers, and introduce new clients to bankers for additional products and services.
• Collaborate with the team to create an outstanding customer experience through direct mail, media advertisements, cross-selling, relocation and statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Build a strong partnership with assigned retail branches to promote mortgage loan originations in footprint territories, and work effectively within formal and dotted-line reporting relationships.
• Establish a role as the internal and external mortgage expert and maintain good customer relationships.
• Provide consultative recommendations based on financial analysis and expertise, product knowledge, and knowledge of customers’ financial needs, goals, and circumstances.
• Market and promote Chase financial products while adhering to regulatory requirements.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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