Chase · 2 days ago
Senior Home Lending Advisor - Delaware County PA - Norristown Branch
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. They are seeking a Senior Home Lending Advisor to serve as the chief point of contact for customers throughout the life of the loan, while adhering to regulatory requirements and promoting financial products. The role involves coaching the branch team, collaborating with bankers, and providing consultative recommendations to clients based on their financial needs.
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
Required
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
This position is subject to Section 19 of the Federal Deposit Insurance Act
An employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries
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
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
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
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