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Chase · 12 hours ago

Senior Home Lending Advisor - New York NY - 61st & Broadway

1860 Broadway, New York, NY, 10023, US

Full-time

Onsite

Mid, Senior Level

$17/hr - $17/hr

3+ years exp

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. As a Senior Home Lending Advisor, you will serve as the primary point of contact for customers throughout the loan process, ensuring compliance with regulations while promoting Chase's financial products.

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 experienceReal estateFHA/VA guidelines knowledgeCommunication skillsMarketing skillsConsulting skillsPC skillsRelationship building