Senior Home Lending Advisor, Hyannis, MA

JPMorgan Chase & Co. • Hyannis, MA

1d

About The Position

Chase Home Lending is seeking a Senior Home Lending Advisor to serve as customers’ chief point of contact throughout the life of their loans. The advisor uses knowledge of home lending products while partnering with the Home Lending team and retail branches to guide clients toward homeownership. The role promotes Chase financial products while complying with applicable regulatory requirements, and offers the opportunity to grow a career and contribute to the business.

The advisor coaches branch employees on products and services, works with bankers and their customers, and develops relationships that support mortgage originations and referrals for additional banking products. The position uses a range of marketing and lead-generation channels to help create a strong customer experience. It also requires serving as an internal and external mortgage expert and making consultative recommendations informed by financial analysis, product knowledge, and customers’ needs and circumstances.

Employment is contingent on meeting Dodd-Frank/Truth in Lending Act requirements for Loan Originators and complying with the SAFE Act. The employee must register or update their registration with the National Mortgage Licensing System and Registry (NMLS) after starting, and complete required renewals and updates. The employer reviews relevant background, credit, and NMLS information as part of its qualification process.

Chase describes its total rewards package as including a role-, experience-, skill-, and location-based base salary. Eligible roles may also receive commission-based pay or discretionary incentive compensation. Benefits and programs are available based on eligibility.

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.
• Meet Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators.
• Register or update NMLS registration as required under the SAFE Act, and complete required annual renewals and updates.

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 the branch team 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 using direct mail, media advertisements, cross-selling, relocation and statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develop a strong partnership with assigned retail branches to promote mortgage loan originations in footprint territories, and function effectively within formal and dotted-line reporting relationships.
• Build a reputation as an internal and external mortgage expert and maintain good customer relationships.
• Provide consultative recommendations based on financial analysis and expertise, product knowledge, and understanding of customers’ financial needs, goals, and circumstances.
• Comply with applicable Loan Originator qualification requirements and maintain required NMLS registration, renewals, and updates.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

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