JPMorganChase · 1 day ago
Sales- Consumer Direct Home Lending Advisor
Tempe, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expJPMorgan Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As a Consumer Direct Home Lending Advisor, you will serve as the first point of contact for customers seeking mortgage solutions, educating them on products and guiding them through the loan process while ensuring compliance with regulatory requirements.
Asset ManagementBankingFinancial 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
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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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