Senior Home Lending Advisor - Traverse City MI

JPMorganChase•Traverse City, MI

About The Position

Join Chase Home Lending as a Senior Home Lending Advisor and use your knowledge of home lending products to serve as customers’ primary point of contact throughout the life of their loans. You will work with a team that shares expertise in home lending and helps clients pursue homeownership. The role includes marketing and promoting Chase financial products while adhering to regulatory requirements, and offers an opportunity to grow your career and contribute to the business. This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and fitness for the position. A felony conviction within the last seven years disqualifies candidates. Continued employment depends on compliance with applicable Loan Originator requirements and SAFE Act requirements, including NMLS registration or updating an existing registration after starting, annual renewal, and timely updates. Information obtained through these processes may affect employment.

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 the stated background and fitness review.
  • Comply with SAFE Act requirements, including NMLS registration or update after starting employment, annual renewal, and timely 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 using marketing efforts such as direct mail, media advertisements, cross-selling, 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 and expertise, product knowledge, and understanding of customers’ financial needs, goals, and circumstances.
  • Market and promote Chase financial products while adhering to regulatory requirements.
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