Senior Home Lending Advisor, Billerica, MA

JPMorgan Chase & Co. • Billerica, MA

3h

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 use your home lending expertise to guide clients toward homeownership, promote Chase financial products while adhering to regulatory requirements, and partner with the Home Lending team and retail branches. The role offers the opportunity to grow your career and contribute to the business.

You will coach and mentor branch teams, partner with bankers to serve customers and introduce clients to additional banking services, and collaborate on marketing and lead-generation efforts. You will build relationships with customers and establish yourself as an internal and external mortgage expert, providing consultative recommendations informed by financial analysis, product knowledge, and customers’ needs and goals.

The position is subject to Dodd-Frank/Truth in Lending Act qualifications for Loan Originators and requires NMLS registration under the SAFE Act. Employment is contingent on meeting applicable regulatory and registration requirements, including successful registration after the start date and timely annual renewals and updates. A felony conviction within the last seven years disqualifies candidates from consideration.

Chase describes itself as a financial services firm serving households and small businesses. Its Consumer & Community Banking division provides services including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.

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 review of criminal conviction history, credit report, NMLS information, and other relevant information.
• Comply with SAFE Act requirements, including NMLS registration immediately after the start date and timely annual renewal and required 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 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, cross-sell, relocation, statement, digital, newsletter, and outbound lead-sourcing efforts.
• 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.
• Adhere to regulatory requirements while marketing and promoting Chase financial products.
• Register or update registration with NMLS as required under the SAFE Act, 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