Senior Home Lending Advisor - Carlsbad CA

About the role

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending. Serve as your customers' chief point of contact throughout the life of the loan, leveraging your exceptional knowledge of home lending products while the Home Lending team supports you with demonstrated expertise. You will adhere to all regulatory requirements while marketing and promoting Chase’s financial products. This role offers a unique opportunity to grow your career while making a significant impact on our business and helping clients achieve the dream of homeownership.

Responsibilities

• Coach and mentor the branch team by providing training on products and services.
• Collaborate with bankers to meet their customers and introduce new clients to bankers for additional products and services.
• Work with your team to create an outstanding customer experience using centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develop 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.
• Serve as the internal and external mortgage expert, maintaining strong customer relationships.
• Exhibit consultative skills to provide recommendations based on financial analysis, product knowledge, and the customer’s financial needs, goals, and circumstances.

Requirements

• 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 the real estate market in the 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.

Additional Notes

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries. It is also subject to the Dodd-Frank/Truth in Lending Act qualification requirements for Loan Originators. Any felony conviction within the last seven years will disqualify you from consideration. Continued employment is contingent upon compliance with these requirements.

This role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will be required to register or update your existing registration to reflect your employment with JPMorgan Chase. Compliance with the SAFE Act, including annual renewal, is mandatory.

Benefits

We offer a 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, awarded in cash and/or forfeitable equity. Benefits include:

• Comprehensive health care coverage.
• On-site health and wellness centers.
• A retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.