Sales - Consumer Direct Home Lending Advisor - Columbus jobs in United States
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Chase ยท 3 months ago

Sales - Consumer Direct Home Lending Advisor - Columbus

Chase is seeking a Consumer Direct Home Lending Advisor to join their dynamic Home Lending team. In this role, you will guide clients through the home lending process, ensuring compliance with regulatory requirements while converting leads into mortgage applications and providing exceptional post-application support.

BankingFinancial Services

Responsibilities

Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling
CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system
Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process
Regulatory Compliance: Uphold all industry regulations and manage associated risks
Client Retention: Provide exceptional post-application support to build long-term client relationships

Qualification

Mortgage sales experienceMortgage productsNMLS registrationMicrosoft Office SuiteCommunication skillsDetail-orientedTime management skillsSelf-motivatedOrganizational skills

Required

Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software
Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines
Excellent oral and written communication skills
Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators
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
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
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

Preferred

Bachelor's degree or equivalent experience in finance, business, or a related field
2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products
Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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