Senior Home Lending Advisor, Middleton, MA

JPMorgan Chase & Co. • Middleton, MA

7h

About The Position

Join Chase Home Lending as a Senior Home Lending Advisor and serve as customers’ primary point of contact throughout the life of their loans. You will apply your knowledge of home lending products, follow regulatory requirements, and market and promote Chase financial products. You will work with a motivated team focused on helping clients achieve homeownership and will partner with retail branches and bankers to support mortgage loan originations and customer relationships.

The position is subject to Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including a review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies candidates from consideration. Continued employment is contingent on meeting these requirements.

The role also requires NMLS registration under the SAFE Act of 2008. Upon employment, you must register or update your registration to reflect employment with JPMorgan Chase, complete registration immediately after your start date, and meet annual renewal and update requirements. Information obtained through NMLS processes may affect employment.

Chase offers a competitive total rewards package, with base salary determined by role, experience, skill set, and location. Eligible roles may also receive commission-based pay and/or discretionary incentive compensation. Benefits and programs are subject to eligibility.

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 required review of relevant background and financial information.
• Register with or update the National Mortgage Licensing System and Registry under the SAFE Act, and comply with registration, renewal, and update requirements.

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 training them 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 channels, including 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 function 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.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

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