Senior Home Lending Advisor-Michigan Ave

JPMorgan Chase & Co. • Chicago, IL

13h

About The Position

The Senior Home Lending Advisor joins Chase Home Lending to guide clients through the homeownership process and serve as their chief point of contact throughout the life of a loan. The advisor uses knowledge of home lending products to market and promote Chase financial products while adhering to regulatory requirements. The role partners with the Home Lending team and assigned retail branches to promote mortgage originations, support customers, and contribute to business growth.

The advisor acts as an internal and external mortgage expert, builds customer relationships, and provides consultative recommendations based on financial analysis, product expertise, and customers’ needs, goals, and circumstances. The role also coaches branch colleagues on products and services and collaborates on marketing and cross-selling activities. Employment is subject to relevant background and qualification reviews and NMLS registration requirements for loan originators.

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 Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, and maintain required compliance.

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 with their customers, and introduce new clients to bankers for additional products and services.
• Collaborate with the team to create an outstanding customer experience using marketing and lead-generation efforts, including direct mail, media advertisements, cross-selling, relocation programs, statement programs, Chase.com, electronic newsletters, and outbound lead sourcing.
• Build 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.
• Develop an internal and external role as a mortgage expert and maintain good customer relationships.
• Provide consultative recommendations based on financial analysis, expertise, product knowledge, and 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.
• 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