Senior Home Lending Advisor- Michigan Ave- Chicago, IL

JPMorganChase • Chicago, IL

2d

About The Position

Join Chase Home Lending as a Senior Home Lending Advisor, guiding clients through the homeownership process and serving as their primary point of contact throughout the life of their loans. You will apply your knowledge of home lending products while working with a team that provides specialized support. The role involves marketing and promoting Chase financial products in accordance with regulatory requirements and offers an opportunity to contribute to the business and develop your career.

You will partner with retail branch teams, bankers, customers, and prospective clients to support mortgage originations and provide recommendations tailored to customers’ financial needs, goals, and circumstances. The role requires compliance with applicable lending regulations, loan originator qualification requirements, and NMLS registration obligations.

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.
• Compliance with applicable loan originator qualification requirements and the SAFE Act, including NMLS registration.
• Employment is contingent on review of criminal conviction history and other relevant information; any felony conviction within the last seven years disqualifies candidates from consideration.

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 marketing and lead-generation efforts, including direct mail, media advertisements, cross-sell efforts, relocation and 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 work effectively within formal and dotted-line reporting relationships.
• Develop a reputation as an internal and external 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.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS), and complete required renewals and updates.

What This Job Offers

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