Senior Home Lending Advisor - New York, NY - South Nassau County, NY Branch Locations
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.
Job 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.
- BUILD A STRONG PARTNERSHIP WITH THE ASSIGNED RETAIL BRANCHES TO PROMOTE MORTGAGE LOAN ORIGINATIONS (IN FOOTPRINT TERRITORIES), AND CAN FUNCTION WELL WITHIN FORMAL AND DOT-TEDDLELINE REPORTING RELATIONSHIPS.
- BUILD AND MAINTAIN GOOD RELATIONSHIPS WITH CUSTOMERS; EXHIBIT 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, 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
Skills
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.
BUILD A STRONG PARTNERSHIP WITH THE ASSIGNED RETAIL BRANCHES TO PROMOTE MORTGAGE LOAN ORIGINATIONS (IN FOOTPRINT TERRITORIES), AND CAN FUNCTION WELL WITHIN FORMAL AND DOT-TEDDLELINE REPORTING RELATIONSHIPS.
BUILD AND MAINTAIN GOOD RELATIONSHIPS WITH CUSTOMERS; EXHIBIT CONSULTATIVE SKILLS TO PROVIDE RECOMMENDATIONS BASED ON FINANCIAL ANALYSIS AND EXPERTISE, PRODUCT KNOWLEDGE, AND KNOWLEDGE OF THE CUSTOMER'S FINANCIAL NEEDS, GOALS, AND CIRCUMSTANCES.
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A 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
Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions
Schedule
Not specified