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Chase · 2 months ago

Senior Home Lending Advisor - New York, NY - City Hall Branch

United States

Full-time

Remote

Mid, Senior Level

$16.50/hr - $16.50/hr

3+ years exp

Chase is a prominent financial institution, and they are seeking a Senior Home Lending Advisor to serve as the chief point of contact for customers throughout the life of their loans. The role involves providing exceptional knowledge of home lending products, adhering to regulatory requirements, and promoting financial products while delivering strong sales results.

BankingFinancial Services

Responsibilities

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

Qualification

Mortgage lending experienceFHA/VA guidelinesReal estate market knowledgeSales experienceMarketing skillsConsulting skillsPC skillsDegreeCommunication skillsRelationship building skills