Senior Home Lending Advisor - Garden City NY
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real, specific content. No placeholder like "commensurate with experience". We need to extract content.
Job Description: paragraphs about role. That's "About the role". We'll put that in About the role
with
containing description. Job Responsibilities: list of duties. We'll put
Responsibilities
with- each bullet.
Required Qualifications, Capabilities And Skills: list of qualifications. That's "Required Qualifications, Capabilities And Skills". Could be under Requirements or Qualifications. We have separate headings: Requirements, Qualifications, Skills. We need to decide mapping. Probably "Required Qualifications, Capabilities And Skills" goes under Qualifications (or Requirements). Since we have both, we can split: maybe Requirements = minimum qualifications, Qualifications = preferred? But we have both required and preferred. Could put required under Requirements, preferred under Qualifications, and skills maybe under Skills. However we have "Required Qualifications, Capabilities And Skills" and "Preferred Qualifications, Capabilities And Skills". The text: "Required Qualifications, Capabilities And Skills Minimum three 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, Capabilities And Skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment Bachelor's degree or equivalent work experience in sales and/or real estate". So we can treat Required as Requirements, Preferred as Qualifications, and maybe Skills separate? But we have Skills heading; we could put the skill items under Skills. However the required and preferred already include skills. To avoid duplication, we could map: Requirements = required qualifications, Qualifications = preferred qualifications, Skills = maybe combine skill items? But we risk duplication. Better to follow instruction: Use headings only when posting has real, specific content for it. We have content for Responsibilities, Requirements (required qualifications), Qualifications (preferred qualifications), Skills (maybe we can extract skill items like "Excellent written and oral communication skills", "Intermediate PC skills", etc). But those are already in required/preferred. Could still create Skills section with those skill items. However that would duplicate content. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is okay as long as we preserve info, not omit. Duplication is not prohibited. But we should avoid filler. Duplicating is okay but maybe not ideal. However we could avoid duplication by not making Skills separate and just put skill items under Requirements/Qualifications. Since we have headings for Skills, we could omit it if no specific skill-only content beyond what's already captured. The posting does mention skills explicitly: "Excellent written and oral communication skills", "Intermediate PC skills". Those are skill items. Could put them under Skills. But then we would need to remove them from Requirements/Qualifications to avoid duplication? Not required but could be okay. However we might lose some info if we remove. Better to keep them in both places? Might be considered duplication but still preserving all info. The instruction didn't forbid duplication. It said "do NOT invent or summarize away detail." Duplication is not inventing or summarizing away. So it's acceptable.
We also have Benefits, Pay, Schedule sections: The posting mentions benefits in "About Us": "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." That's substantive content for Benefits and Pay (base salary, commission-based pay). So we can create Benefits section with list of benefits. Pay section with description of base salary and commission/incentive. Schedule: No mention of schedule (full-time/part-time, hours). Not present, so we omit Schedule.
Also we have "About Us" which could be About the role? Actually About the role is separate from About Us. The posting includes a paragraph at start describing role, then responsibilities, qualifications, etc. Then "About Us" describing company. That could be placed under About the role? But we already have About the role for role description. The About Us could be considered part of About the role? Might be better to put under About the role? But we have heading "About the role". The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use About the role for role description. The About Us could be considered part of About the role? Might be okay to include it there. However we could also treat About Us as part of About the role (since it's about the company). But we might also create a separate section like "About the company" but not in allowed headings. So we fold it into About the role. Thus final HTML:
About the role
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. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Responsibilities
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
- Partners 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 can function well within formal and dotted-line reporting relationships
- Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
Requirements
- Minimum three 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
Qualifications
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
- Bachelor's degree or equivalent work experience in sales and/or real estate
Skills
- Excellent written and oral communication skills
- Intermediate PC skills in a Windows environment
- Consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
- Relationship building and consulting skills
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Pay
Base salary determined based on the role, experience, skill set and location. 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 omitted Schedule as no info. We also need to ensure we didn't include boilerplate like EEO etc. We removed. Check that we didn't include any placeholder like "commensurate with experience". Not present. We preserved all substantive info: role description, responsibilities, required qualifications, preferred qualifications, skills (some duplicated), benefits, pay. We might have missed some info: The posting also includes regulatory requirements about Dodd Frank, NMLS, etc. That's substantive info about qualifications/requirements. Should we include that? It's under "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators..." etc. That is important. We should include that under Requirements or Qualifications. Since it's a requirement, we can add to Requirements list. Also includes note about felony conviction, etc. That's also a requirement. We should preserve. Thus we need to add those details. Let's extract: "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx." We should include this as part of Requirements (or maybe a separate section like "Regulatory Requirements"). Since we have only allowed headings, we can put under Requirements. Thus extend Requirements list with items: - Subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. - Employment offer contingent on JPMC review of criminal