Overview In this role you guide clients through the home financing journey as the primary contact, collaborating with the Home Lending team to deliver expert mortgage guidance. You'll train and support branch staff, work with bankers to connect clients to broader solutions, and drive a superior, compliant customer experience. You will leverage marketing and cross-sell efforts to origin mortgage loans within footprint territories while building strong client relationships. Your work helps clients achieve homeownership while supporting Chase's mission to deliver financial solutions and grow the business. This is a high-energy, client-centric position that combines product expertise with regional market
Compensation / Benefits- base salary
- commission and/or discretionary incentive compensation
- healthcare coverage
- retirement savings plan
- tuition reimbursement
- mental health support
Responsibilities- Coach and mentor branch teams on mortgage products and services
- Meet with customers and introduce them to bankers for additional products
- Collaborate on marketing and cross-sell initiatives to drive mortgage originations
- Develop strong partnerships with assigned retail branches and navigate reporting relationships
- Position yourself as the internal/external mortgage expert and maintain client relationships
- Provide consultative financial recommendations based on client needs and goals
Key requirements- Bachelor's degree or equivalent in sales and/or real estate
- 3+ years of mortgage lending and proven sales experience in retail banking
- Knowledge of local real estate market
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- marketing and relationship-building
- consulting skills
- communication
- FHA/VA/FNMA/FHLMC guidelines
- intermediate PC skills in Windows
- NMLS registration awareness
