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Senior Home Lending Advisor

Senior Home Lending Advisor

CompanyJP Morgan Chase
LocationUniondale, NY, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • Minimum three 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

Responsibilities

  • Coaches and mentors the branch team by providing training on products and services
  • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
  • Partners 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 can function well within formal and dotted-line reporting relationships
  • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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

Preferred Qualifications

  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment
  • Bachelor’s degree or equivalent work experience in sales and/or real estate