Jobs · Finance · Massachusetts

Senior Home Lending Advisor, Westwood, MA

JPMorganChase · Westwood, MA · 1 mo ago
On-siteFinanceFull-time

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
  • Subject to 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 information, and other relevant information to determine financial responsibility, good character, and general fitness.
  • Any felony conviction within the last seven years will disqualify you.
  • Continued employment contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
  • 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 existing registration to reflect employment with JPMorgan Chase.
  • Continued employment contingent upon compliance with the SAFE Act, including successful registration immediately after start date, timely completion of annual renewal and required updates.
  • Any information obtained during registration, update, renewal processes or through NMLS notifications may impact employment.
  • Information provided in Chase online application may be transferred to NMLS by JPMorgan Chase.

Preferred Qualifications

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

Pay

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.

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching

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