Senior Home Lending Advisor - Oklahoma City, OK
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. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions.
We need to preserve all substantive information. Let's parse the job description.
Content:
Job Profile: 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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
That's about the role. So we can put under About the role
with paragraphs.
Job Responsibilities: list of duties:
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
- Collaborates 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 functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- 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 - for list.
Required Qualifications, Capabilities, And Skills:
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ 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
Also there is regulatory compliance info: Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offer contingent on JPMC's review of criminal conviction history, credit report, NMLS, etc. Felony conviction within last seven years disqualifies. Continued employment contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. Position requires NMLS registration under SAFE Act of 2008. Upon active employment, required to register on NMLS or update registration. Continued employment contingent upon compliance with SAFE Act, including successful registration immediately after start date, timely completion of annual renewal and required updates. Any info obtained may impact employment. Any info provided during Chase online application may be transferred to NMLS. Please review info for accuracy. Further info about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
These are specific content; they could go under Requirements or Qualifications. The headings we have: Requirements, Qualifications, Skills. We need to decide where to place each piece. The posting lumps "Required Qualifications, Capabilities, And Skills" and "Preferred Qualifications, Capabilities, And Skills". So we could have a section
Qualifications
containing both required and preferred lists. Or separate Required and Preferred? The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Qualifications (maybe includes both required and preferred). Skills could be separate but we might combine. Since we have both required and preferred qualifications, we can put them under Qualifications. Skills could be separate if there is a distinct skills list; but the qualifications already include skills like communication, PC skills. Might be redundant. Better to have Qualifications section covering both required and preferred, and maybe Skills section for specific skill items like communication, PC skills? But we risk duplication. The instruction: "Prefer a few substantive sections over many thin ones." So we should combine where possible. So we can have Qualifications section containing both required and preferred bullet lists, maybe with subheadings? But we cannot add extra headings beyond the allowed ones? We could still use to label "Required:" and "Preferred:" inside the Qualifications section. That's fine.
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. Additional details about total compensation and benefits will be provided during the hiring process."
Thus we have Benefits and Pay info. Pay: base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. So we can have a Pay section with that info. Benefits section with list of benefits.
Schedule: Not mentioned. So we should not create Schedule section.
Also there is "About Us" and "About The Team" sections. Those could go under About the role? Or we could add an "About the company" but not in allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should incorporate About Us and About The Team into About the role section maybe as extra paragraphs. That's fine.
We must not include boilerplate like EEO, equal opportunity, etc. The posting includes "We are an equal opportunity employer..." etc. That's boilerplate; we should remove it. Also "Visit our FAQs for more information about requesting an accommodation." Remove. Also "Equal Opportunity Employer/Disability/Veterans" etc. Remove.
Also "About The Team" content is substantive? It describes division. Could be considered part of About the role or company. We'll keep it as part of About the role.
Now we need to output only HTML fragment, no /, no markdown fences.
Let's craft:
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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
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.
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 proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Responsibilities
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
- Collaborates 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 functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- 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.
Qualifications
Required:
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ 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:
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
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 the form of cash and/or forfeitable equity, awarded in recognition of 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 also need to include regulatory compliance info? That's part of Requirements maybe. The posting includes details about Dodd Frank/Truth in Lending Act, NMLS registration, etc. That is substantive and should be preserved. Where to put? Could be under Qualifications or Requirements. Since we have Qualifications section, we could add a subsection for "Regulatory Requirements". But we cannot add extra headings beyond allowed? We could add a inside Qualifications describing these requirements. That's acceptable.
Thus after the Preferred list, add a
describing regulatory requirements.
Let's incorporate:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and any other relevant information to determine financial responsibility, good character, and general fitness. Any felony conviction within the last seven years will disqualify consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; upon active employment, you must register on NMLS or update your existing registration to
Qualifications
containing both required and preferred lists. Or separate Required and Preferred? The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Qualifications (maybe includes both required and preferred). Skills could be separate but we might combine. Since we have both required and preferred qualifications, we can put them under Qualifications. Skills could be separate if there is a distinct skills list; but the qualifications already include skills like communication, PC skills. Might be redundant. Better to have Qualifications section covering both required and preferred, and maybe Skills section for specific skill items like communication, PC skills? But we risk duplication. The instruction: "Prefer a few substantive sections over many thin ones." So we should combine where possible. So we can have Qualifications section containing both required and preferred bullet lists, maybe with subheadings? But we cannot add extra headings beyond the allowed ones? We could still useto label "Required:" and "Preferred:" inside the Qualifications section. That's fine. 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. Additional details about total compensation and benefits will be provided during the hiring process." Thus we have Benefits and Pay info. Pay: base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. So we can have a Pay section with that info. Benefits section with list of benefits. Schedule: Not mentioned. So we should not create Schedule section. Also there is "About Us" and "About The Team" sections. Those could go under About the role? Or we could add an "About the company" but not in allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should incorporate About Us and About The Team into About the role section maybe as extra paragraphs. That's fine. We must not include boilerplate like EEO, equal opportunity, etc. The posting includes "We are an equal opportunity employer..." etc. That's boilerplate; we should remove it. Also "Visit our FAQs for more information about requesting an accommodation." Remove. Also "Equal Opportunity Employer/Disability/Veterans" etc. Remove. Also "About The Team" content is substantive? It describes division. Could be considered part of About the role or company. We'll keep it as part of About the role. Now we need to output only HTML fragment, no /, no markdown fences. Let's craft:
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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
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.
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 proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Responsibilities
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
- Collaborates 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 functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- 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.
Qualifications
Required:
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ 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:
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
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 the form of cash and/or forfeitable equity, awarded in recognition of 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
inside Qualifications describing these requirements. That's acceptable. Thus after the Preferred list, add a
describing regulatory requirements. Let's incorporate:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment offers are contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and any other relevant information to determine financial responsibility, good character, and general fitness. Any felony conviction within the last seven years will disqualify consideration. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; upon active employment, you must register on NMLS or update your existing registration to