Senior Home Lending Advisor - Arroyo Grande CA

JPMorganChase • Arroyo Grande, CA

8d

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 apply your knowledge of home lending products, work with a team supporting this area of specialization, and adhere to regulatory requirements while marketing and promoting Chase financial products. The role offers an opportunity to grow your career while helping clients pursue homeownership.

The position includes coaching branch teams, partnering with bankers and retail branches, and using multiple marketing and lead-sourcing channels to promote mortgage originations. You will build relationships with customers and establish yourself as an internal and external mortgage expert, offering recommendations based on financial analysis, product knowledge, and customers’ needs and circumstances.

The role is subject to the Federal Deposit Insurance Act, Dodd-Frank/Truth in Lending Act loan-originator qualification requirements, and SAFE Act NMLS registration and renewal requirements. Employment offers are contingent on applicable reviews, and continued employment depends on compliance with these 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.
• Meet applicable Federal Deposit Insurance Act and Dodd-Frank/Truth in Lending Act loan-originator qualification requirements.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and comply with SAFE Act registration, renewal, and update requirements.

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 using direct mail, media advertisements, cross-sell efforts, relocation and statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Partner with assigned retail branches to promote mortgage loan originations in footprint territories and function effectively within formal and dotted-line reporting relationships.
• Build and maintain relationships with customers while serving as an internal and external mortgage expert.
• Provide consultative recommendations based on financial analysis and expertise, product knowledge, and customers’ financial needs, goals, and circumstances.
• Comply with applicable lending regulations and SAFE Act NMLS registration, renewal, and update requirements.

What This Job Offers

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