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 .
- 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:
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 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
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