Jobs · Finance · Arizona

Senior Home Lending Advisor- Prescott, AZ

JPMorganChase · Prescott, AZ · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no summarizing away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also must not include sections with placeholder like "commensurate with experience", etc. Must not create Pay/Schedule/Benefits unless posting actually states them. Let's see if posting includes Pay, Schedule, Benefits specifics. Reading posting: It 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 there is mention of compensation and benefits, but not specific numbers. The rule: "Prefer a few substantive sections over many thin ones." Also "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD') and never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state that there is base salary, commission-based pay, benefits list. So we can include a Benefits section (list of benefits) and maybe a Pay section? It mentions base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's somewhat generic but still substantive. However "base salary determined based on the role, experience, skill set and location" is vague but still info. The rule says avoid filler like "commensurate with experience". This is similar but maybe acceptable? It says "base salary determined based on the role, experience, skill set and location." That's not a placeholder like "commensurate with experience" but still generic. Might be okay to include Pay section with that sentence. However we might combine Pay and Benefits into a "Compensation and Benefits" section? But headings are prescribed: we can use Benefits, Pay, Schedule. If we include both, we need to ensure they have real content. Pay: we have base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's specific enough? It doesn't give numbers but it's still info. The rule says never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state them (though generic). So we can include. Schedule: No mention of schedule (full-time/part-time, hours). Not present. So we should not create Schedule section. Benefits: we have list: 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. That's specific enough. Now other sections: About the role (maybe "About Us" or "About The Team"? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to these headings. The posting includes: Job Description (intro), Job Responsibilities, Required Qualifications, Capabilities, And Skills, Preferred Qualifications, Capabilities, And Skills, About Us, About The Team. Also there is regulatory stuff (Federal Deposit Insurance Act etc.) which is legal boilerplate; we should remove that as per instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The regulatory stuff is legal; likely should be removed. Also the NMLS registration details are legal/regulatory; likely remove. Also the "This position is subject to Section 19..." etc. That's legal boilerplate; remove. Also the "Note that any felony conviction..." etc. Remove. Also the "Your continued employment..." etc. Remove. Also the "Further information about NMLS..." etc. Remove. Also the "About Us" and "About The Team" are okay to keep. We need to preserve all substantive information; but we must remove legal boilerplate. So we keep the job description paragraph, responsibilities, required qualifications, preferred qualifications, About Us, About The Team, benefits/compensation. We need to decide which headings to use: About the role (maybe combine Job Description intro?), Responsibilities, Requirements (maybe combine Required Qualifications?), Qualifications (maybe Preferred?), Skills (maybe combine skills?), Benefits, Pay. We must not repeat job title as heading. So no heading for Senior Home Lending Advisor. We need to output only HTML fragment, no /, no markdown. We'll produce something like:

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.

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.

Requirements

  • 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

  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment

Skills

Consultative skills, product knowledge, communication, relationship building, marketing, PC proficiency.

But we need to avoid filler. The Skills section might be thin; maybe we can omit Skills if not substantive. The posting didn't have a separate Skills section; we have skills embedded in qualifications. Could combine Skills into Requirements or Preferred. But we have to follow instruction: use headings only when posting has real specific content. The posting does not explicitly list a "Skills" section; it's mixed. So better to omit Skills heading. We have Benefits and Pay sections. Benefits: list as
    . Pay: we have paragraph about base salary, commission-based pay, discretionary incentive compensation. We should not include Schedule. Now also include About Us and About The Team? The instruction headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It does not list About Us or About The Team. But we could incorporate that info into About the role? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list? It says "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect those headings only. So we should map content to those headings. About Us and About The Team could go under About the role? Or we could create a separate heading like "About the company" but not in list. Safer to incorporate that info into About the role paragraph (maybe add a sentence). But we must preserve all substantive information; we can include About Us and About The Team content within About the role paragraph. Thus About the role paragraph will include the initial job description plus the About Us and About The Team paragraphs. Let's craft About the role paragraph: combine the intro description, plus "About Us" and "About The Team" content. 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 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." We'll include those. Now Responsibilities: we have list. Requirements: we have Required Qualifications. Preferred Qualifications: we could put under Qualifications heading? The instruction includes Qualifications as a heading. So we can have

    Qualifications

    and include both Required and Preferred? But they said "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we have Requirements and Qualifications separate. So we can put Required Qualifications under Requirements, and Preferred Qualifications under Qualifications. Thus:

    Requirements

      ... required ...

    Qualifications

      ... preferred ...
    Now Skills: we may omit if not explicit. Now Benefits:

    Benefits

    with list. Pay:

    Pay

    with paragraph. Now ensure we didn't include any boilerplate: we removed all legal/FDIC, Dodd Frank, NMLS, etc. Also removed EEO, equal opportunity, etc. Also removed "Visit our FAQs..." etc. Also removed "We are an equal opportunity employer..." etc. Also removed "We also make reasonable accommodations..." etc. Also removed "Note that any felony conviction..." etc. Also removed "Your continued employment..." etc. Also removed "Further information about NMLS..." etc. Also removed "As such, upon active employment..." etc. Also removed "This position is subject to Section 19..." etc. Also removed "As such, an employment offer for this position is contingent on JPMC's review..." etc. Also removed "In addition, this position requires

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