Overview As a Senior Home Lending Advisor, you guide clients through the home loan lifecycle while leveraging Chase's lending expertise. You collaborate with bankers to grow mortgage originations and deliver an exceptional customer experience. You analyze finances to tailor mortgage advice within regulatory guidelines, and you build lasting relationships as the go-to mortgage expert. This role offers meaningful impact by aligning client needs with Chase's home lending solutions and cross-functional support.
Compensation / Benefits- comprehensive health care coverage
- retirement savings plan
- on-site health and wellness centers
- tuition reimbursement
- mental health support
- financial coaching
Responsibilities- Coach and mentor branch teams with product and service training
- Meet with customers and connect them to bankers for additional solutions
- Collaborate with the team to deliver an outstanding customer experience via marketing and cross-sell efforts
- Develop strong partnerships with retail branches to promote mortgage originations in footprint territory
- Establish and maintain reputation as the internal and external mortgage expert
- Provide consultative recommendations based on financial analysis, product knowledge, and customer needs
Key requirements- Bachelor in sales or real estate (or equivalent work experience)
- 3+ years mortgage lending and proven sales in retail banking
- Knowledge of local real estate market
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
- relationship-building
- consultative communication
- collaboration
- FHA/VA/FNMA/FHLMC guidelines
- Windows PC skills
- NMLS/register knowledge
