Jobs · Finance · New York

Senior Home Lending Advisor - New York, NY - Chinatown Branch

JPMorganChase · New York, NY · 2 days ago
On-siteFinanceFull-time
We need to output only HTML fragment, using

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, navigation, legal, EEO, etc. Also remove duplicated lines. Preserve all substantive information. We need to parse the job description. Let's extract sections: - About the role: The initial paragraph(s) describing 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." We can condense but must preserve all substantive info, not invent or summarize away detail. However we can combine duplicate sentences? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Means we shouldn't omit details, but we can remove duplicated lines. There's duplication: the sentence about serving as chief point of contact appears twice. We should keep one instance. Also "You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase." appears twice. Keep one. Thus About the role paragraph: combine unique sentences. Let's list unique sentences: 1. 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. 2. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. 3. You will have a unique opportunity to grow your career while making a significant impact on our business. 4. 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. 5. 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. (duplicate of sentence 1 part; we already have that concept; but we can drop duplicate.) 6. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. (duplicate) Thus we keep sentences 1-4. Now Responsibilities: list bullet points. From "Job Responsibilities" section: - 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 We need to ensure each bullet is a
  • . Also note there may be missing punctuation; keep as is. Now Required Qualifications, Capabilities And Skills: list bullet points. - 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: bullet points. - 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 Now there is a paragraph about Dodd Frank/Truth in Lending Act qualification requirements, NMLS registration, etc. This is substantive info about requirements/qualifications? It's about compliance, registration, etc. Should we include under a section? Possibly "Requirements" or "Qualifications". The instruction: Use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We have Required Qualifications and Preferred Qualifications. Could map Required Qualifications to "Requirements" heading, and Preferred Qualifications to "Skills" or "Qualifications"? But we already have Skills heading. Might be better to split: Requirements (mandatory), Qualifications (preferred), Skills (maybe skills). However the instruction says we can include a section only when posting has real specific content for it. We have content for Requirements (mandatory), Qualifications (preferred), Skills (maybe we can treat the skill bullets as Skills). But we have overlapping. We could map: - Requirements: Minimum three years..., Knowledge of real estate market..., Excellent written..., Knowledge of FHA... - Qualifications: FHA/VA sales experience..., Marketing..., Intermediate PC skills..., Bachelor's degree... - Skills: maybe we could list consultative skills etc? But those are in responsibilities. Could also list "consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances" as a skill. But that's already in responsibilities. Better to follow the given headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for About the role, Responsibilities, Requirements (mandatory), Qualifications (preferred), Skills (maybe we can extract skill-related bullets from responsibilities or qualifications). But we also have compliance info (Dodd Frank, NMLS) which could be under Requirements or Qualifications as additional requirement. We need to avoid creating sections with filler like "not specified". Benefits, Pay, Schedule: The posting mentions benefits in "About Us" section: "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." Thus we have Benefits content. Pay: mention base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's Pay info. Schedule: not mentioned. So we should not include Schedule heading. Thus we will include sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. Now we need to decide what goes under Skills. Could be the consultative skills etc from responsibilities, plus maybe intermediate PC skills etc (but those are in preferred qualifications). However we already used preferred qualifications under Qualifications heading. Might be better to treat Qualifications as both required and preferred? But the headings separate Requirements and Qualifications. Usually Requirements = mandatory, Qualifications = preferred. Skills = skill set. Let's allocate: - Requirements: mandatory bullets (minimum three years..., knowledge of real estate..., excellent communication..., knowledge of FHA/VA/FNMA/FHLMC) - Qualifications: preferred bullets (FHA/VA sales experience, marketing..., intermediate PC skills..., bachelor's degree...) - Skills: maybe we can list consultative skills, relationship building, etc. But we already have marketing, promoting, relationship building, consulting skills in preferred qualifications. Could move those to Skills. However we need to preserve all substantive info; we can duplicate? Better not duplicate. Let's think: The posting has "Preferred Qualifications, Capabilities And Skills" which includes: 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. Thus under Qualifications heading we could put those four bullets. Then Skills heading could be empty? But we must not create a section with filler. So we should not include Skills if we have no specific content left. However we could extract from responsibilities some skill-based items not already captured: "Coaches and mentors the branch team by providing training on products and services." (coaching/mentoring skill). "Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services" (relationship building). "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" (marketing skills). "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" (partnership, collaboration). "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" (expertise, consultative skills). These are skills but also responsibilities. However we already have Responsibilities section detailing duties. If we also list them under Skills, we'd be duplicating content. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but we should avoid unnecessary duplication? Not explicitly forbidden. However better to avoid redundancy. Since we already have Responsibilities covering duties, we can keep Skills empty or omit. But we need to decide if we have any skill-specific content not covered elsewhere. The "Preferred Qualifications, Capabilities And Skills" includes skill items; we could treat that as Skills heading instead of Qualifications. But we also have required qualifications (knowledge, experience). Could treat those as Requirements. Then the preferred qualifications could be Skills. Let's map: - Requirements: mandatory (minimum three years..., knowledge of real estate..., excellent written and oral communication skills, knowledge of FHA, VA, FNMA, FHLMC guidelines) - Skills: preferred (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) - Qualifications: maybe we could put the compliance/Dodd Frank/NMLS info under Qualifications? But that's more like requirements. However we already used Requirements for mandatory. Could put compliance under Qualifications as additional qualification. But we need to avoid empty sections. Let's see if we have any content for Qualifications beyond what we used. The posting also mentions "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators..." etc. That's qualification/requirement. Could be placed under Qualifications. Thus we could have: - About the role - Responsibilities - Requirements (mandatory experience/knowledge) - Qualifications (regulatory/compliance requirements: Dodd Frank, NMLS registration, etc.) - Skills (preferred qualifications/skills) - Benefits - Pay That seems reasonable and avoids empty sections. Now we need to extract the compliance info into bullet points or prose. The paragraph: "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer
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