Senior Home Lending Advisor, Wilmington, MA

JPMorganChase • Wilmington, MA

5d

About The Position

The Senior Home Lending Advisor joins Chase Home Lending to guide clients through the life of their home loan and support them in achieving homeownership. The advisor serves as customers’ chief point of contact, applies specialized knowledge of home lending products, and works with the Home Lending team and retail branches to develop mortgage loan originations and deliver a strong customer experience. The role includes marketing and promoting Chase financial products in compliance with regulatory requirements, coaching branch colleagues, and building relationships with customers and bankers.

The position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMorgan Chase’s 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 depends on compliance with applicable Loan Originator requirements and the SAFE Act, including NMLS registration or updating an existing registration after starting, annual renewal, and timely completion of required 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 the applicable background and financial-responsibility review.
• Register with or update the National Mortgage Licensing System and Registry (NMLS) as required under the SAFE Act, and maintain compliance through renewals 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 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 on customer outreach and marketing efforts, including direct mail, media advertisements, cross-selling, relocation and statement programs, Chase.com, electronic newsletters, and outbound lead sourcing.
• Partner 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 customers’ financial needs, goals, and circumstances.
• Market and promote Chase financial products while adhering to regulatory requirements.

What This Job Offers

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