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Chase · 1 day ago

Senior Home Lending Advisor - Tampa Bay SW, FL - Park Mall Branch

7360 US Highway 19 N, Pinellas Park, FL, 33781, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. They are seeking a Senior Home Lending Advisor to serve as the chief point of contact for customers throughout the loan process, while adhering to regulatory requirements and promoting financial products offered by Chase.

BankingFinancial Services

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

Qualification

Mortgage lending experienceSales experienceFHA/VA guidelinesReal estate market knowledgeCommunication skillsMarketing skillsConsulting skillsPC skillsBachelor's degreeRelationship building