Senior Home Lending Advisor, Wilmington, MA

JPMorgan Chase & Co. • Wilmington, MA

7h

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 the loan. The role uses knowledge of home lending products to advise customers, promote Chase financial products in compliance with regulatory requirements, and contribute to business growth. The advisor partners with a motivated Home Lending team and assigned retail branches, and acts as an internal and external mortgage expert. The position is subject to Truth in Lending Act/Dodd Frank Loan Originator qualification requirements and requires NMLS registration under the SAFE Act. Continued employment depends on compliance with these requirements, including successful registration after the start date and timely annual renewals and updates.

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 Loan Originator qualification requirements, including applicable financial responsibility, character, and fitness determinations.
• NMLS registration under the SAFE Act of 2008, with required registration, renewal, 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 branch team members 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 through marketing and lead-generation efforts, including direct mail, media advertisements, cross-selling, relocation and statement programs, Chase.com, electronic newsletters, and outbound lead sourcing.
• Develop 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.
• 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 knowledge of customers’ financial needs, goals, and circumstances.
• Adhere to applicable regulatory requirements while marketing and promoting Chase financial products.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required, and complete required annual renewals and updates.

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