Jobs · Finance · New York

Senior Home Lending Advisor - New York NY - Sutton Place

JPMorganChase · New York, NY · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate, navigation, legal, EEO, etc. Preserve all substantive info. 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 combine into a paragraph. - Responsibilities: List bullet points under "Job Responsibilities". The text includes multiple sentences, some with conjunctions. We need to break into list items. Responsibilities text: "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 can make each line a
  • . - Required Qualifications, Capabilities And Skills: list. "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: list. "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" - Additional compliance info: Dodd Frank/Truth in Lending Act qualification requirements, NMLS registration, etc. This could be considered "Requirements" maybe. But we have sections: Requirements, Qualifications, Skills. The instructions: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly. We have "Required Qualifications, Capabilities And Skills" and "Preferred Qualifications, Capabilities And Skills". Could combine into Qualifications (maybe Required) and Skills (Preferred). But we also have separate Skills heading. Might treat "Required Qualifications" as Qualifications, and "Preferred Qualifications" as Skills? Or we could have both under Qualifications and Skills. Better: Use "Qualifications" for required qualifications, and "Skills" for preferred qualifications (or skills). The posting includes "Required Qualifications, Capabilities And Skills" and "Preferred Qualifications, Capabilities And Skills". The latter includes skills like marketing, relationship building, consulting, PC skills, degree. So we can put required under Qualifications, preferred under Skills. Now "Requirements" heading: Could include regulatory compliance info: Dodd Frank/Truth in Lending Act, NMLS registration, criminal conviction, credit report, etc. That is specific content. So we should include a Requirements section with those details. Benefits: The posting mentions "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. Also 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. So we can have Pay section. Schedule: Not mentioned. So we should not include Schedule heading. Now we need to output HTML fragment only, no /, no markdown fences. We'll produce:

    About the role

    ...

    Responsibilities

    • ...
    • ...

    Requirements

    ... (regulatory compliance details)

    Qualifications

    • 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

    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

    Pay

    Base salary is determined based on the role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions.

    Benefits

    • Comprehensive health care coverage
    • On‑site health and wellness centers
    • Retirement savings plan
    • Backup childcare
    • Tuition reimbursement
    • Mental health support
    • Financial coaching
    We need to ensure we didn't include any boilerplate like EEO, etc. We removed those. Check that we preserved all substantive info: The initial role description duplicated sentences; we combined but kept meaning. Did we lose any nuance? We kept core responsibilities. Did we lose any responsibilities like "Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services" we included as a bullet. Good. Check that we didn't include any filler like "commensurate with experience". Not present. Check that we didn't include Job ID etc. Not present. Check that we didn't include application instructions. Not present. Check that we didn't include legal boilerplate like "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators." We included that in Requirements section. Good. Check that we didn't include the NMLS registration details; we included them in Requirements. Check that we didn't include the "About Us" and "About The Team" sections. Those are not required headings but could be considered "About the role"? Actually "About Us" and "About The Team" are company overview; not required per instructions. We can omit them as they are not under specified headings. The instructions say to include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. The "About Us" and "About The Team" are not under the allowed headings list (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should not create headings for them. We can omit that content entirely? The instruction says "Preserve ALL substantive information; do NOT invent or summarize away detail." However, we are allowed to omit content that doesn't fit into those headings? The instructions say to use those headings for section headings; but we could also include other headings? It says "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples, but likely they want only those headings. It also says "include a section ONLY when the posting has real, specific content for it". So we could include other headings if they have content, but they gave examples. Safer to stick to those headings and drop any content that doesn't fit. However, that would lose substantive info like "About Us" and "About The Team". But maybe those are considered boilerplate? They are not legal/EEO but still descriptive. The instruction says "Preserve ALL substantive information; do NOT invent or summarize away detail." If we drop them, we lose detail. But maybe they consider that as not required for the job posting; but it's still substantive about the company. However, the instruction also says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." "About Us" is not those. So we should preserve it. But we don't have a heading for it. Could we create a heading like "About the company"? Not in the list. The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." implies those are examples, not an exhaustive list. So we could add other headings if needed, but we should follow the pattern. Probably safe to add an "About the company" heading. However, they said "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That suggests those are the expected headings. But they didn't forbid others. However, to be safe, we could incorporate "About Us" and "About The Team" into the "About the role" section? That might be odd. Better to add a heading "About the company" as

    . The instruction didn't explicitly forbid it. It said use

    for section headings (e.g. ...). So we can use

    for any section heading. We'll include About the company. But we must not repeat the job title as a heading. That's fine. Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Pay, Benefits, About the company (maybe). Also we could include "About the team" as part of About the company. Let's incorporate "About Us" and "About The Team" into a single About the company section. Extract 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." 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

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