Senior Home Lending Advisor, Northwest Tampa Bay, FL

JPMorgan Chase
Port Richey, FL
Career-pivot friendly

Who this role is best for

Candidates with mortgage lending experience and strong communication skills will find this collaborative role in the real estate domain within a specific geography.

Best fit for

  • Candidates with 3+ years of mortgage lending and retail banking sales experience
    — “3+ years of mortgage lending and proven sales experience in retail banking”
  • Individuals with expertise in FHA, VA, FNMA, and FHLMC guidelines
    — “Knowledge of FHA, VA, FNMA, and FHLMC guidelines”
  • Professionals who can act as a mortgage expert and build strong customer relationships
    — “Builds role as the internal and external mortgage expert and maintains good relationships with customers”

Things to consider

  • NMLS registration is mandatory and may affect employment eligibility
    — “requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008”
  • Criminal conviction history will be reviewed and may disqualify applicants
    — “contingent on JPMC's review of your criminal conviction history”

How to stand out

  • Highlight coaching and mentoring experience in your resume and interview responses
    — “Coaches and mentors the branch team by providing training on products and services”
  • Emphasize your ability to collaborate across teams and promote cross-selling
    — “Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts”
  • Demonstrate your knowledge of local real estate markets in your application materials
    — “Knowledge of real estate market in local area”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful mortgage loan originations
  • customer satisfaction
Typical background
3+ years of mortgage lending experiencesales background

Skills & requirements

Required

Mortgage LendingSalesCustomer ServiceProduct KnowledgeConsultative Selling

Preferred

Fha/va Sales ExperienceMarketing Skills

Stack & domain

Mortgage LendingFHAVAFNMAFhlmcSalesMarketingRelationship BuildingConsultingIntermediate PC Skills In A Windows EnvironmentCommunicationTeamworkConsultative SkillsFinancial AnalysisProduct KnowledgeCustomer ServiceFinanceReal Estate

About the role

Original posting from JPMorgan Chase

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. 

Job 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. 

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 

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

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. 

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. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Source: JPMorgan Chase careers

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