JPMorganChase
Senior Home Lending Advisor, Milpitas, CA
JPMorganChase, Milpitas, California, United States, 95035
Senior Home Lending Advisor, Milpitas, CA
Overview
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
Job Responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required Qualifications
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred Qualifications
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
Compliance and Regulatory Information
This position is subject to the Federal Deposit Insurance Act, Section 19. Employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offer is contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to determining fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd-Frank requirements.
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Upon active employment you will be required to register on NMLS or update your existing registration to reflect your employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act, including registration after start date and timely renewals.
Any information obtained during registration or NMLS notifications may impact employment. The Chase online application information may be transferred to NMLS by JPMorgan Chase. For more information about NMLS, visit the SAFE Act page at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Job Meta
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
#J-18808-Ljbffr
Job Responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required Qualifications
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred Qualifications
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
Compliance and Regulatory Information
This position is subject to the Federal Deposit Insurance Act, Section 19. Employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offer is contingent on review of criminal history, credit report, information available through NMLS, and other information relevant to determining fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd-Frank requirements.
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act. Upon active employment you will be required to register on NMLS or update your existing registration to reflect your employment with JPMorgan Chase. Continued employment is contingent on compliance with the SAFE Act, including registration after start date and timely renewals.
Any information obtained during registration or NMLS notifications may impact employment. The Chase online application information may be transferred to NMLS by JPMorgan Chase. For more information about NMLS, visit the SAFE Act page at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Job Meta
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
#J-18808-Ljbffr